Appleton Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
2,095
-300
-13% -$199K 0.1% 118
2025
Q1
$1.3M Sell
2,395
-20
-0.8% -$10.8K 0.1% 116
2024
Q4
$1.5M Hold
2,415
0.11% 115
2024
Q3
$1.42M Hold
2,415
0.1% 115
2024
Q2
$1.39M Sell
2,415
-10
-0.4% -$5.76K 0.11% 115
2024
Q1
$1.27M Sell
2,425
-30
-1% -$15.7K 0.1% 124
2023
Q4
$1.19M Buy
2,455
+160
+7% +$77.4K 0.1% 129
2023
Q3
$952K Buy
+2,295
New +$952K 0.08% 136