Circle Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.2M | Sell |
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|
2025
Q2 | $28.6M | Buy |
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|
2025
Q1 | $454K | Hold |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $437K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $282K | Buy |
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