BSW Wealth Partners’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 | $281K | Hold |
424
| – | – | 0.04% | 253 |
|
|
2025
Q1 | $230K | Hold |
424
| – | – | 0.03% | 272 |
|
|
2024
Q4 | $264K | Hold |
424
| – | – | 0.04% | 254 |
|
|
2024
Q3 | $249K | Hold |
424
| – | – | 0.04% | 253 |
|
|
2024
Q2 | $244K | Hold |
424
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $222K | Hold |
424
| – | – | 0.04% | 264 |
|
|
2023
Q4 | $205K | Buy |
+424
| New | +$205K | 0.04% | 258 |
|
|
2023
Q3 | – | Sell |
-485
| Closed | -$214K | – | 287 |
|
|
2023
Q2 | $214K | Sell |
485
-849
| -64% | -$375K | 0.04% | 243 |
|
|
2023
Q1 | $514K | Buy |
+1,334
| New | +$514K | 0.11% | 134 |
|
|
2022
Q2 | – | Sell |
-579
| Closed | -$241K | – | 309 |
|
|
2022
Q1 | $241K | Hold |
579
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $265K | Hold |
579
| – | – | 0.07% | 213 |
|
|
2021
Q3 | $232K | Hold |
579
| – | – | 0.06% | 221 |
|
|
2021
Q2 | $231K | Buy |
+579
| New | +$231K | 0.06% | 214 |
|
|
2020
Q1 | – | Sell |
-2,577
| Closed | -$631K | – | 137 |
|
|
2019
Q4 | $631K | Buy |
+2,577
| New | +$631K | 0.22% | 47 |
|