Baltimore-Washington Financial Advisors’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
2026 Q1	$803K	Buy	9,208 +240	+3%	+$22.1K	0.03%	96
2025 Q4	$845K	Buy	8,968 +1,488	+20%	+$141K	0.04%	99
2025 Q3	$698K	Buy	7,480 +56	+0.8%	+$4.89K	0.03%	106
2025 Q2	$615K	Hold	7,424	–	–	0.03%	107
2025 Q1	$503K	Buy	7,424 +376	+5%	+$28.3K	0.03%	101
2024 Q4	$548K	Sell	7,048 -32	-0.5%	-$2.46K	0.03%	101
2024 Q3	$519K	Hold	7,080	–	–	0.03%	103
2024 Q2	$510K	Buy	+7,080	New	+$471K	0.03%	102
2024 Q1	–	Sell	-5,192	Closed	-$314K	–	153
2023 Q4	$314K	Buy	5,192 +1,160	+29%	+$64.6K	0.02%	118
2023 Q3	$209K	Buy	+4,032	New	+$219K	0.02%	136
2015 Q3	–	Sell	-400	Closed	-$5K	–	301
2015 Q2	$5K	Hold	400	–	–	﹤0.01%	199
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	232
2014 Q4	$5K	Hold	400	–	–	﹤0.01%	230
2014 Q3	$5K	Buy	+400	New	+$4.97K	﹤0.01%	246