Cherry Tree Wealth Management’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
$143K Hold
215
0.03% 184
2025
Q1
$117K Hold
215
0.03% 200
2024
Q4
$134K Hold
215
0.03% 185
2024
Q3
$126K Sell
215
-22
-9% -$12.9K 0.03% 195
2024
Q2
$137K Sell
237
-19
-7% -$11K 0.03% 181
2024
Q1
$134K Hold
256
0.03% 181
2023
Q4
$124K Sell
256
-26
-9% -$12.6K 0.03% 180
2023
Q3
$117K Hold
282
0.03% 173
2023
Q2
$125K Buy
+282
New +$125K 0.04% 174