Castle Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.5M Sell
2025
Q2
$1.35M Sell
2025
Q1
$1.11M Buy
2024
Q4
$1.26M Buy
2024
Q3
$1.18M Sell
2024
Q2
$1.17M Sell
2024
Q1
$1.07M Sell
2023
Q4
$2.92M Buy
2023
Q3
$855K Sell
2023
Q2
$915K Sell
2023
Q1
$804K Sell
2022
Q4
$668K Buy
2022
Q3
$406K Buy
2022
Q2
$372K Buy