Birchcreek Wealth Management’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 | $3.42M | Buy |
5,156
+289
| +6% | +$192K | 1.94% | 13 |
|
2025
Q1 | $2.64M | Sell |
4,867
-67
| -1% | -$36.3K | 1.67% | 13 |
|
2024
Q4 | $3.07M | Sell |
4,934
-632
| -11% | -$393K | 1.93% | 10 |
|
2024
Q3 | $3.26M | Buy |
5,566
+51
| +0.9% | +$29.9K | 2.14% | 12 |
|
2024
Q2 | $3.18M | Sell |
5,515
-14
| -0.3% | -$8.07K | 1.79% | 13 |
|
2024
Q1 | $2.9M | Sell |
5,529
-186
| -3% | -$97.5K | 1.52% | 14 |
|
2023
Q4 | $2.77M | Sell |
5,715
-762
| -12% | -$369K | 1.65% | 15 |
|
2023
Q3 | $2.69M | Sell |
6,477
-192
| -3% | -$79.7K | 1.82% | 14 |
|
2023
Q2 | $2.95M | Sell |
6,669
-236
| -3% | -$104K | 2.06% | 11 |
|
2023
Q1 | $2.66M | Sell |
6,905
-664
| -9% | -$256K | 2.11% | 12 |
|
2022
Q4 | $2.42M | Buy |
7,569
+134
| +2% | +$42.8K | 2.15% | 14 |
|
2022
Q3 | $2.29M | Buy |
7,435
+243
| +3% | +$74.7K | 2.12% | 13 |
|
2022
Q2 | $2.35M | Buy |
7,192
+1,683
| +31% | +$550K | 2.11% | 13 |
|
2022
Q1 | $2.29M | Buy |
5,509
+519
| +10% | +$216K | 2.03% | 15 |
|
2021
Q4 | $2.29M | Buy |
4,990
+258
| +5% | +$118K | 1.99% | 14 |
|
2021
Q3 | $1.9M | Sell |
4,732
-354
| -7% | -$142K | 1.77% | 16 |
|
2021
Q2 | $2.03M | Sell |
5,086
-150
| -3% | -$59.8K | 1.95% | 15 |
|
2021
Q1 | $1.88M | Sell |
5,236
-550
| -10% | -$197K | 1.99% | 13 |
|
2020
Q4 | $2.05M | Buy |
+5,786
| New | +$2.05M | 2.01% | 11 |
|