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 |
|