Castle Rock Wealth Management’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	$248K	Buy	+360	New	+$248K	0.06%	225
2025 Q1	–	Sell	-359	Closed	-$230K	–	237
2024 Q4	$230K	Hold	359	–	–	0.05%	218
2024 Q3	$210K	Buy	359 +1	+0.3%	+$585	0.05%	237
2024 Q2	$208K	Buy	+358	New	+$208K	0.05%	231