Baron Silver Stevens 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 | $257K | Hold |
388
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $210K | Sell |
388
-8
| -2% | -$4.34K | 0.04% | 117 |
|
|
2024
Q4 | $246K | Sell |
396
-2
| -0.5% | -$1.24K | 0.04% | 106 |
|
|
2024
Q3 | $233K | Hold |
398
| – | – | 0.04% | 108 |
|
|
2024
Q2 | $229K | Hold |
398
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $209K | Buy |
+398
| New | +$209K | 0.04% | 122 |
|
|
2021
Q1 | – | Sell |
-259
| Closed | -$91K | – | 452 |
|
|
2020
Q4 | $91K | Buy |
+259
| New | +$91K | 0.03% | 99 |
|