Capstone Wealth Management Group (Pennsylvania)’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 | $1.13M | Hold |
1,706
| – | – | 1.09% | 21 |
|
|
2025
Q1 | $925K | Hold |
1,706
| – | – | 0.53% | 42 |
|
|
2024
Q4 | $1.06M | Hold |
1,706
| – | – | 0.57% | 43 |
|
|
2024
Q3 | $1M | Hold |
1,706
| – | – | 0.59% | 37 |
|
|
2024
Q2 | $984K | Buy |
1,706
+6
| +0.4% | +$3.46K | 0.64% | 37 |
|
|
2024
Q1 | $891K | Hold |
1,700
| – | – | 0.64% | 39 |
|
|
2023
Q4 | $823K | Hold |
1,700
| – | – | 0.78% | 30 |
|
|
2023
Q3 | $705K | Hold |
1,700
| – | – | 0.73% | 33 |
|
|
2023
Q2 | $752K | Hold |
1,700
| – | – | 0.78% | 31 |
|
|
2023
Q1 | $655K | Hold |
1,700
| – | – | 0.73% | 27 |
|
|
2022
Q4 | $543K | Hold |
1,700
| – | – | 0.58% | 34 |
|
|
2022
Q3 | $523K | Sell |
1,700
-10
| -0.6% | -$3.08K | 0.67% | 33 |
|
|
2022
Q2 | $558K | Hold |
1,710
| – | – | 0.67% | 33 |
|
|
2022
Q1 | $712K | Hold |
1,710
| – | – | 0.71% | 32 |
|
|
2021
Q4 | $783K | Buy |
+1,710
| New | +$783K | 0.64% | 33 |
|