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