Charter Research & Investment Group’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 | $743K | Hold |
1,120
| – | – | 0.55% | 49 |
|
2025
Q1 | $607K | Hold |
1,120
| – | – | 0.46% | 51 |
|
2024
Q4 | $696K | Hold |
1,120
| – | – | 0.53% | 46 |
|
2024
Q3 | $657K | Hold |
1,120
| – | – | 0.48% | 50 |
|
2024
Q2 | $646K | Hold |
1,120
| – | – | 0.51% | 47 |
|
2024
Q1 | $587K | Sell |
1,120
-100
| -8% | -$52.4K | 0.47% | 53 |
|
2023
Q4 | $590K | Hold |
1,220
| – | – | 0.49% | 48 |
|
2023
Q3 | $506K | Hold |
1,220
| – | – | 0.46% | 52 |
|
2023
Q2 | $539K | Hold |
1,220
| – | – | 0.45% | 53 |
|
2023
Q1 | $470K | Sell |
1,220
-135
| -10% | -$52K | 0.41% | 56 |
|
2022
Q4 | $433K | Hold |
1,355
| – | – | 0.42% | 54 |
|
2022
Q3 | $416K | Hold |
1,355
| – | – | 0.42% | 53 |
|
2022
Q2 | $442K | Hold |
1,355
| – | – | 0.4% | 55 |
|
2022
Q1 | $564K | Hold |
1,355
| – | – | 0.46% | 48 |
|
2021
Q4 | $621K | Hold |
1,355
| – | – | 0.49% | 49 |
|
2021
Q3 | $544K | Hold |
1,355
| – | – | 0.45% | 51 |
|
2021
Q2 | $540K | Hold |
1,355
| – | – | 0.45% | 53 |
|
2021
Q1 | $486K | Sell |
1,355
-95
| -7% | -$34.1K | 0.42% | 53 |
|
2020
Q4 | $513K | Hold |
1,450
| – | – | 0.49% | 48 |
|
2020
Q3 | $452K | Hold |
1,450
| – | – | 0.49% | 47 |
|
2020
Q2 | $404K | Hold |
1,450
| – | – | 0.47% | 53 |
|
2020
Q1 | $307K | Hold |
1,450
| – | – | 0.4% | 60 |
|
2019
Q4 | $355K | Hold |
1,450
| – | – | 0.36% | 62 |
|
2019
Q3 | $313K | Hold |
1,450
| – | – | 0.34% | 67 |
|
2019
Q2 | $306K | Hold |
1,450
| – | – | 0.34% | 65 |
|
2019
Q1 | $291K | Hold |
1,450
| – | – | 0.32% | 66 |
|
2018
Q4 | $242K | Hold |
1,450
| – | – | 0.31% | 67 |
|
2018
Q3 | $294K | Hold |
1,450
| – | – | 0.32% | 63 |
|
2018
Q2 | $263K | Hold |
1,450
| – | – | 0.3% | 64 |
|
2018
Q1 | $248K | Hold |
1,450
| – | – | 0.3% | 64 |
|
2017
Q4 | $239K | Buy |
+1,450
| New | +$239K | 0.27% | 67 |
|