Crown Wealth Group’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
$428K Buy
646
+176
+37% +$117K 0.16% 64
2025
Q1
$255K Hold
470
0.13% 81
2024
Q4
$292K Hold
470
0.12% 89
2024
Q3
$276K Hold
470
0.12% 89
2024
Q2
$271K Hold
470
0.14% 81
2024
Q1
$246K Hold
470
0.13% 85
2023
Q4
$227K Buy
+470
New +$227K 0.14% 81
2022
Q1
Sell
-759
Closed -$348K 123
2021
Q4
$348K Buy
+759
New +$348K 0.32% 55