Baron Financial 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 | $423K | Hold |
638
| – | – | 0.25% | 39 |
|
|
2025
Q1 | $346K | Hold |
638
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $397K | Hold |
638
| – | – | 0.25% | 40 |
|
|
2024
Q3 | $374K | Sell |
638
-15
| -2% | -$8.8K | 0.23% | 40 |
|
|
2024
Q2 | $377K | Hold |
653
| – | – | 0.24% | 40 |
|
|
2024
Q1 | $342K | Hold |
653
| – | – | 0.21% | 41 |
|
|
2023
Q4 | $316K | Sell |
653
-20
| -3% | -$9.68K | 0.2% | 42 |
|
|
2023
Q3 | $279K | Hold |
673
| – | – | 0.18% | 40 |
|
|
2023
Q2 | $298K | Sell |
673
-10
| -1% | -$4.42K | 0.18% | 40 |
|
|
2023
Q1 | $263K | Sell |
683
-151
| -18% | -$58.2K | 0.17% | 44 |
|
|
2022
Q4 | $266K | Buy |
834
+86
| +11% | +$27.5K | 0.18% | 47 |
|
|
2022
Q3 | $230K | Hold |
748
| – | – | 0.15% | 47 |
|
|
2022
Q2 | $244K | Hold |
748
| – | – | 0.16% | 40 |
|
|
2022
Q1 | $312K | Buy |
748
+65
| +10% | +$27.1K | 0.18% | 41 |
|
|
2021
Q4 | $313K | Hold |
683
| – | – | 0.18% | 42 |
|
|
2021
Q3 | $274K | Hold |
683
| – | – | 0.17% | 44 |
|
|
2021
Q2 | $272K | Sell |
683
-73
| -10% | -$29.1K | 0.17% | 42 |
|
|
2021
Q1 | $271K | Buy |
756
+88
| +13% | +$31.5K | 0.19% | 43 |
|
|
2020
Q4 | $236K | Hold |
668
| – | – | 0.19% | 41 |
|
|
2020
Q3 | $208K | Buy |
+668
| New | +$208K | 0.2% | 41 |
|