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