Barrett & Company’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 | $88.5K | Buy |
133
+20
| +18% | +$13.3K | 0.03% | 225 |
|
|
2025
Q1 | $61.5K | Hold |
113
| – | – | 0.03% | 243 |
|
|
2024
Q4 | $70.5K | Buy |
113
+46
| +69% | +$28.7K | 0.03% | 228 |
|
|
2024
Q3 | $39.5K | Hold |
67
| – | – | 0.02% | 295 |
|
|
2024
Q2 | $38.9K | Hold |
67
| – | – | 0.02% | 304 |
|
|
2024
Q1 | $35.3K | Hold |
67
| – | – | 0.02% | 315 |
|
|
2023
Q4 | $32.6K | Hold |
67
| – | – | 0.02% | 290 |
|
|
2023
Q3 | $28K | Hold |
67
| – | – | 0.02% | 306 |
|
|
2023
Q2 | $29.8K | Hold |
67
| – | – | 0.02% | 300 |
|
|
2023
Q1 | $26K | Hold |
67
| – | – | 0.02% | 300 |
|
|
2022
Q4 | $21.5K | Hold |
67
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $21.5K | Buy |
+67
| New | +$21.5K | 0.01% | 308 |
|