Berger 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 | $1.39M | Sell |
2,099
-10
| -0.5% | -$6.63K | 0.09% | 165 |
|
|
2025
Q1 | $1.14M | Sell |
2,109
-52
| -2% | -$28.2K | 0.08% | 172 |
|
|
2024
Q4 | $1.34M | Sell |
2,161
-64
| -3% | -$39.8K | 0.09% | 155 |
|
|
2024
Q3 | $1.31M | Sell |
2,225
-14
| -0.6% | -$8.21K | 0.09% | 146 |
|
|
2024
Q2 | $1.29M | Sell |
2,239
-6
| -0.3% | -$3.46K | 0.1% | 136 |
|
|
2024
Q1 | $1.18M | Buy |
2,245
+175
| +8% | +$91.8K | 0.1% | 139 |
|
|
2023
Q4 | $1M | Buy |
2,070
+1,467
| +243% | +$710K | 0.1% | 120 |
|
|
2023
Q3 | $250K | Sell |
603
-54
| -8% | -$22.4K | 0.03% | 237 |
|
|
2023
Q2 | $291K | Sell |
657
-35
| -5% | -$15.5K | 0.03% | 216 |
|
|
2023
Q1 | $267K | Sell |
692
-148
| -18% | -$57.1K | 0.03% | 220 |
|
|
2022
Q4 | $268K | Buy |
+840
| New | +$268K | 0.04% | 213 |
|
|
2022
Q3 | – | Sell |
-1,031
| Closed | -$337K | – | 261 |
|
|
2022
Q2 | $337K | Sell |
1,031
-10
| -1% | -$3.27K | 0.05% | 170 |
|
|
2022
Q1 | $434K | Buy |
1,041
+4
| +0.4% | +$1.67K | 0.06% | 159 |
|
|
2021
Q4 | $475K | Buy |
1,037
+354
| +52% | +$162K | 0.06% | 154 |
|
|
2021
Q3 | $274K | Buy |
683
+7
| +1% | +$2.81K | 0.05% | 172 |
|
|
2021
Q2 | $270K | Buy |
676
+86
| +15% | +$34.3K | 0.05% | 171 |
|
|
2021
Q1 | $212K | Buy |
590
+11
| +2% | +$3.95K | 0.05% | 185 |
|
|
2020
Q4 | $205K | Buy |
+579
| New | +$205K | 0.04% | 199 |
|