Aviso Wealth Management’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 | $1.17M | Hold |
1,770
| – | – | 0.55% | 46 |
|
2025
Q1 | $960K | Sell |
1,770
-137
| -7% | -$74.3K | 0.51% | 52 |
|
2024
Q4 | $1.19M | Hold |
1,907
| – | – | 0.6% | 45 |
|
2024
Q3 | $1.12M | Sell |
1,907
-450
| -19% | -$264K | 0.61% | 41 |
|
2024
Q2 | $1.36M | Hold |
2,357
| – | – | 0.81% | 29 |
|
2024
Q1 | $1.24M | Hold |
2,357
| – | – | 0.78% | 30 |
|
2023
Q4 | $1.14M | Buy |
+2,357
| New | +$1.14M | 0.83% | 31 |
|