Cyndeo Wealth Partners’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
$239K Buy
+360
New +$239K 0.01% 431
2025
Q1
Sell
-360
Closed -$224K 478
2024
Q4
$224K Sell
360
-10
-3% -$6.22K 0.02% 415
2024
Q3
$217K Buy
+370
New +$217K 0.02% 424