Dakota 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
$4.27M Buy
6,442
+395
+7% +$262K 0.09% 179
2025
Q1
$3.28M Sell
6,047
-267
-4% -$145K 0.08% 191
2024
Q4
$3.93M Buy
6,314
+889
+16% +$553K 0.09% 177
2024
Q3
$3.18M Buy
5,425
+842
+18% +$494K 0.07% 222
2024
Q2
$2.64M Buy
4,583
+2
+0% +$1.15K 0.06% 227
2024
Q1
$2.4M Buy
4,581
+2,598
+131% +$1.36M 0.06% 240
2023
Q4
$960K Buy
1,983
+175
+10% +$84.7K 0.04% 315
2023
Q3
$750K Buy
1,808
+563
+45% +$234K 0.03% 332
2023
Q2
$550K Sell
1,245
-169
-12% -$74.7K 0.03% 359
2023
Q1
$545K Buy
1,414
+115
+9% +$44.3K 0.04% 350
2022
Q4
$415K Sell
1,299
-130
-9% -$41.5K 0.03% 390
2022
Q3
$439K Sell
1,429
-106
-7% -$32.6K 0.04% 356
2022
Q2
$501K Buy
1,535
+20
+1% +$6.53K 0.05% 279
2022
Q1
$631K Buy
1,515
+1,002
+195% +$417K 0.05% 252
2021
Q4
$235K Buy
+513
New +$235K 0.02% 335