Balanced Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Hold
2025
Q2
$387K Hold
2025
Q1
$304K Buy
2024
Q4
$345K Buy
2024
Q3
$327K Buy
2024
Q2
$324K Sell
2024
Q1
$326K Sell
2023
Q4
$331K Buy