CFFP
Center for Financial Planning’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Hold |
3,909
| – | – | 0.3% | 27 |
|
|
2025
Q1 | $2.12M | Sell |
3,909
-56
| -1% | -$30.4K | 0.27% | 34 |
|
|
2024
Q4 | $2.47M | Sell |
3,965
-12
| -0.3% | -$7.46K | 0.33% | 25 |
|
|
2024
Q3 | $2.33M | Buy |
3,977
+56
| +1% | +$32.8K | 0.32% | 26 |
|
|
2024
Q2 | $2.26M | Buy |
3,921
+81
| +2% | +$46.7K | 0.33% | 25 |
|
|
2024
Q1 | $2.01M | Sell |
3,840
-75
| -2% | -$39.3K | 0.3% | 29 |
|
|
2023
Q4 | $1.89M | Sell |
3,915
-17
| -0.4% | -$8.23K | 0.35% | 28 |
|
|
2023
Q3 | $1.63M | Sell |
3,932
-214
| -5% | -$88.8K | 0.35% | 29 |
|
|
2023
Q2 | $1.83M | Buy |
4,146
+287
| +7% | +$127K | 0.38% | 27 |
|
|
2023
Q1 | $1.49M | Hold |
3,859
| – | – | 0.34% | 33 |
|
|
2022
Q4 | $1.23M | Sell |
3,859
-199
| -5% | -$63.6K | 0.3% | 39 |
|
|
2022
Q3 | $1.25M | Sell |
4,058
-506
| -11% | -$155K | 0.33% | 34 |
|
|
2022
Q2 | $1.49M | Buy |
4,564
+506
| +12% | +$165K | 0.38% | 29 |
|
|
2022
Q1 | $1.69M | Hold |
4,058
| – | – | 0.35% | 28 |
|
|
2021
Q4 | $1.86M | Sell |
4,058
-60
| -1% | -$27.5K | 0.38% | 24 |
|
|
2021
Q3 | $1.65M | Hold |
4,118
| – | – | 0.4% | 25 |
|
|
2021
Q2 | $1.64M | Hold |
4,118
| – | – | 0.4% | 27 |
|
|
2021
Q1 | $1.48M | Sell |
4,118
-2
| -0% | -$717 | 0.39% | 28 |
|
|
2020
Q4 | $1.46M | Hold |
4,120
| – | – | 0.41% | 26 |
|
|
2020
Q3 | $1.28M | Sell |
4,120
-420
| -9% | -$131K | 0.41% | 26 |
|
|
2020
Q2 | $1.27M | Hold |
4,540
| – | – | 0.44% | 28 |
|
|
2020
Q1 | $962K | Buy |
4,540
+98
| +2% | +$20.8K | 0.33% | 35 |
|
|
2019
Q4 | $1.09M | Buy |
+4,442
| New | +$1.09M | 0.27% | 33 |
|