Barnes Pettey Financial Advisors’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 | $338K | Sell |
510
-3
| -0.6% | -$1.99K | 0.23% | 76 |
|
|
2025
Q1 | $278K | Sell |
513
-2
| -0.4% | -$1.08K | 0.22% | 78 |
|
|
2024
Q4 | $320K | Buy |
515
+1
| +0.2% | +$621 | 0.24% | 72 |
|
|
2024
Q3 | $301K | Sell |
514
-4
| -0.8% | -$2.35K | 0.24% | 73 |
|
|
2024
Q2 | $299K | Hold |
518
| – | – | 0.26% | 68 |
|
|
2024
Q1 | $271K | Sell |
518
-7
| -1% | -$3.67K | 0.23% | 73 |
|
|
2023
Q4 | $254K | Sell |
525
-106
| -17% | -$51.3K | 0.21% | 81 |
|
|
2023
Q3 | $262K | Sell |
631
-12
| -2% | -$4.98K | 0.24% | 75 |
|
|
2023
Q2 | $284K | Sell |
643
-58
| -8% | -$25.6K | 0.25% | 77 |
|
|
2023
Q1 | $270K | Sell |
701
-10
| -1% | -$3.85K | 0.26% | 81 |
|
|
2022
Q4 | $227K | Buy |
+711
| New | +$227K | 0.23% | 92 |
|
|
2022
Q3 | – | Sell |
-815
| Closed | -$266K | – | 93 |
|
|
2022
Q2 | $266K | Hold |
815
| – | – | 0.34% | 74 |
|
|
2022
Q1 | $339K | Buy |
815
+8
| +1% | +$3.33K | 0.41% | 62 |
|
|
2021
Q4 | $370K | Buy |
+807
| New | +$370K | 0.43% | 56 |
|