Creative Financial Designs’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
2026 Q1	$8.04M	Sell	92,160 -4,944	-5%	-$455K	0.49%	49
2025 Q4	$9.15M	Buy	97,104 +1,312	+1%	+$125K	0.58%	41
2025 Q3	$8.94M	Buy	95,792 +5,536	+6%	+$484K	0.6%	38
2025 Q2	$7.48M	Buy	90,256 +31,656	+54%	+$2.3M	0.54%	42
2025 Q1	$3.97M	Buy	58,600 +9,880	+20%	+$744K	0.32%	67
2024 Q4	$3.79M	Sell	48,720 -46,696	-49%	-$3.59M	0.31%	71
2024 Q3	$7M	Sell	95,416 -832	-0.9%	-$59.1K	0.59%	36
2024 Q2	$6.94M	Buy	96,248 +3,512	+4%	+$233K	0.62%	36
2024 Q1	$6.08M	Buy	92,736 +5,560	+6%	+$352K	0.57%	38
2023 Q4	$5.27M	Sell	87,176 -808	-0.9%	-$45K	0.54%	40
2023 Q3	$4.56M	Buy	87,984 +4,424	+5%	+$241K	0.53%	41
2023 Q2	$4.62M	Buy	83,560 +4,104	+5%	+$206K	0.54%	42
2023 Q1	$3.83M	Buy	79,456 +8,744	+12%	+$387K	0.5%	47
2022 Q4	$2.82M	Buy	70,712 +1,904	+3%	+$77.7K	0.42%	58
2022 Q3	$2.64M	Buy	68,808 +5,888	+9%	+$259K	0.43%	46
2022 Q2	$2.57M	Buy	62,920 +7,560	+14%	+$341K	0.42%	57
2022 Q1	$2.88M	Sell	55,360 -2,016	-4%	-$103K	0.44%	50
2021 Q4	$3.29M	Buy	57,376 +2,624	+5%	+$144K	0.5%	45
2021 Q3	$2.75M	Buy	54,752 +5,888	+12%	+$305K	0.45%	46
2021 Q2	$2.44M	Buy	48,864 +2,688	+6%	+$127K	0.42%	54
2021 Q1	$2.07M	Buy	46,176 +2,136	+5%	+$96.1K	0.4%	54
2020 Q4	$1.95M	Buy	44,040 +680	+2%	+$28K	0.42%	47
2020 Q3	$1.69M	Buy	43,360 +14,080	+48%	+$530K	0.42%	52
2020 Q2	$1.02M	Buy	+29,280	New	+$914K	0.31%	62
2017 Q4	–	Sell	-2,056	Closed	-$39K	–	789
2017 Q3	$39K	Hold	2,056	–	–	0.02%	262
2017 Q2	$36K	Hold	2,056	–	–	0.02%	261
2017 Q1	$35K	Sell	2,056 -264	-11%	-$4.31K	0.03%	263
2016 Q4	$35K	Buy	+2,320	New	+$35K	0.03%	261