Capstone Triton 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 | $464K | Buy |
+700
| New | +$464K | 0.34% | 73 |
|
2024
Q4 | $432K | Hold |
694
| – | – | 0.27% | 81 |
|
2024
Q3 | $407K | Hold |
694
| – | – | 0.26% | 80 |
|
2024
Q2 | $400K | Buy |
694
+1
| +0.1% | +$577 | 0.28% | 75 |
|
2024
Q1 | $363K | Hold |
693
| – | – | 0.26% | 83 |
|
2023
Q4 | $335K | Sell |
693
-50
| -7% | -$24.2K | 0.24% | 85 |
|
2023
Q3 | $308K | Hold |
743
| – | – | 0.23% | 83 |
|
2023
Q2 | $329K | Hold |
743
| – | – | 0.23% | 81 |
|
2023
Q1 | $286K | Buy |
743
+50
| +7% | +$19.3K | 0.22% | 85 |
|
2022
Q4 | $221K | Hold |
693
| – | – | 0.18% | 92 |
|
2022
Q3 | $213K | Hold |
693
| – | – | 0.18% | 90 |
|
2022
Q2 | $249K | Hold |
693
| – | – | 0.19% | 88 |
|
2022
Q1 | $255K | Sell |
693
-50
| -7% | -$18.4K | 0.18% | 90 |
|
2021
Q4 | $342K | Buy |
743
+20
| +3% | +$9.21K | 0.69% | 55 |
|
2021
Q3 | $310K | Buy |
723
+198
| +38% | +$84.9K | 0.19% | 93 |
|
2021
Q2 | $209K | Buy |
+525
| New | +$209K | 0.13% | 113 |
|
2021
Q1 | – | Sell |
-525
| Closed | -$186K | – | 311 |
|
2020
Q4 | $186K | Buy |
+525
| New | +$186K | 0.11% | 120 |
|