Congress 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 | $33.3M | Buy |
50,137
+9,248
| +23% | +$6.13M | 0.32% | 70 |
|
|
2025
Q1 | $22.8M | Buy |
40,889
+35,847
| +711% | +$20M | 0.27% | 93 |
|
|
2024
Q4 | $3.14M | Buy |
5,042
+1,222
| +32% | +$760K | 0.04% | 348 |
|
|
2024
Q3 | $2.24M | Buy |
3,820
+1,654
| +76% | +$970K | 0.03% | 404 |
|
|
2024
Q2 | $1.25M | Sell |
2,166
-2,988
| -58% | -$1.72M | 0.02% | 399 |
|
|
2024
Q1 | $2.7M | Sell |
5,154
-33
| -0.6% | -$17.3K | 0.05% | 284 |
|
|
2023
Q4 | $2.51M | Sell |
5,187
-8,397
| -62% | -$4.06M | 0.05% | 290 |
|
|
2023
Q3 | $5.64M | Buy |
13,584
+10,904
| +407% | +$4.52M | 0.12% | 200 |
|
|
2023
Q2 | $1.18M | Buy |
2,680
+1,614
| +151% | +$714K | 0.03% | 325 |
|
|
2023
Q1 | $411K | Sell |
1,066
-5
| -0.5% | -$1.93K | 0.01% | 439 |
|
|
2022
Q4 | $342K | Hold |
1,071
| – | – | 0.01% | 458 |
|
|
2022
Q3 | $330K | Sell |
1,071
-41
| -4% | -$12.6K | 0.01% | 458 |
|
|
2022
Q2 | $363K | Sell |
1,112
-2
| -0.2% | -$653 | 0.01% | 444 |
|
|
2022
Q1 | $464K | Buy |
+1,114
| New | +$464K | 0.01% | 451 |
|