Cascade Financial 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
$363K Buy
547
+125
+30% +$82.9K 0.04% 187
2025
Q1
$229K Hold
422
0.03% 220
2024
Q4
$262K Hold
422
0.03% 204
2024
Q3
$256K Buy
422
+43
+11% +$26.1K 0.03% 205
2024
Q2
$219K Buy
+379
New +$219K 0.03% 220