Concord Wealth Partners’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
Q2 | $741K | Buy |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $198K | Buy |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $28K | Buy |
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