AF
Apexium Financial’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
6,973
+2
| +0% | +$1.33K | 0.25% | 54 |
|
|
2025
Q1 | $3.78M | Sell |
6,971
-1
| -0% | -$542 | 0.23% | 54 |
|
|
2024
Q4 | $4.34M | Buy |
6,972
+1,361
| +24% | +$846K | 0.26% | 47 |
|
|
2024
Q3 | $3.3M | Buy |
5,611
+6
| +0.1% | +$3.52K | 0.22% | 46 |
|
|
2024
Q2 | $3.24M | Sell |
5,605
-168
| -3% | -$97K | 0.23% | 44 |
|
|
2024
Q1 | $3.03M | Buy |
5,773
+1,551
| +37% | +$813K | 0.23% | 44 |
|
|
2023
Q4 | $2.04M | Sell |
4,222
-60
| -1% | -$29K | 0.15% | 72 |
|
|
2023
Q3 | $1.78M | Buy |
4,282
+51
| +1% | +$21.2K | 0.18% | 56 |
|
|
2023
Q2 | $1.87M | Sell |
4,231
-289
| -6% | -$128K | 0.17% | 56 |
|
|
2023
Q1 | $1.74M | Sell |
4,520
-152
| -3% | -$58.6K | 0.17% | 61 |
|
|
2022
Q4 | $1.49M | Sell |
4,672
-208
| -4% | -$66.4K | 0.15% | 66 |
|
|
2022
Q3 | $1.5M | Buy |
4,880
+3,792
| +349% | +$1.17M | 0.19% | 57 |
|
|
2022
Q2 | $355K | Hold |
1,088
| – | – | 0.2% | 71 |
|
|
2022
Q1 | $495K | Sell |
1,088
-427
| -28% | -$194K | 0.26% | 51 |
|
|
2021
Q4 | $694K | Hold |
1,515
| – | – | 0.36% | 42 |
|
|
2021
Q3 | $608K | Hold |
1,515
| – | – | 0.35% | 44 |
|
|
2021
Q2 | $604K | Hold |
1,515
| – | – | 0.38% | 39 |
|
|
2021
Q1 | $543K | Hold |
1,515
| – | – | 0.4% | 41 |
|
|
2020
Q4 | $536K | Hold |
1,515
| – | – | 0.42% | 40 |
|
|
2020
Q3 | $472K | Hold |
1,515
| – | – | 0.38% | 42 |
|
|
2020
Q2 | $422K | Sell |
1,515
-769
| -34% | -$214K | 0.38% | 42 |
|
|
2020
Q1 | $484K | Buy |
+2,284
| New | +$484K | 0.64% | 31 |
|