CBIZ Investment Advisory Services’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 | $139K | Hold |
210
| – | – | 0.01% | 58 |
|
|
2025
Q1 | $114K | Buy |
210
+1
| +0.5% | +$542 | 0.01% | 65 |
|
|
2024
Q4 | $130K | Hold |
209
| – | – | 0.01% | 60 |
|
|
2024
Q3 | $123K | Buy |
209
+170
| +436% | +$99.8K | 0.01% | 62 |
|
|
2024
Q2 | $22.5K | Sell |
39
-6
| -13% | -$3.46K | ﹤0.01% | 150 |
|
|
2024
Q1 | $23.6K | Buy |
+45
| New | +$23.6K | ﹤0.01% | 151 |
|
|
2021
Q4 | – | Hold |
0
| – | -$18K | – | 91 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 71 |
|
|
2021
Q1 | – | Hold |
0
| – | -$95K | – | 117 |
|
|
2020
Q4 | – | Hold |
0
| – | -$83K | – | 44 |
|
|
2020
Q3 | – | Hold |
0
| – | -$75K | – | 48 |
|
|
2020
Q2 | – | Hold |
0
| – | -$57K | – | 54 |
|
|
2020
Q1 | – | Hold |
0
| – | -$68K | – | 68 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 72 |
|