Confluence Wealth Services’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 | $1.15M | Sell |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $993K | Sell |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $726K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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