Balanced Wealth Group’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
$387K Hold
560
0.17% 49
2025
Q1
$304K Buy
560
+1
+0.2% +$542 0.15% 52
2024
Q4
$345K Buy
559
+1
+0.2% +$617 0.15% 54
2024
Q3
$327K Buy
558
+1
+0.2% +$586 0.14% 54
2024
Q2
$324K Sell
557
-75
-12% -$43.7K 0.15% 55
2024
Q1
$326K Sell
632
-51
-7% -$26.3K 0.15% 57
2023
Q4
$331K Buy
+683
New +$331K 0.17% 51