Elwood & Goetz Wealth Advisory 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 | $36.7M | Buy |
55,354
+1,301
| +2% | +$863K | 7.94% | 4 |
|
|
2025
Q1 | $29.3M | Sell |
54,053
-84
| -0.2% | -$45.6K | 7.16% | 4 |
|
|
2024
Q4 | $33.7M | Buy |
54,137
+693
| +1% | +$431K | 8.21% | 4 |
|
|
2024
Q3 | $31.3M | Buy |
53,444
+355
| +0.7% | +$208K | 7.76% | 4 |
|
|
2024
Q2 | $30.6M | Sell |
53,089
-326
| -0.6% | -$188K | 8.69% | 4 |
|
|
2024
Q1 | $28M | Sell |
53,415
-681
| -1% | -$357K | 6.8% | 4 |
|
|
2023
Q4 | $26.2M | Sell |
54,096
-3,697
| -6% | -$1.79M | 5.53% | 6 |
|
|
2023
Q3 | $24M | Sell |
57,793
-2,668
| -4% | -$1.11M | 5.56% | 6 |
|
|
2023
Q2 | $26.7M | Sell |
60,461
-2,742
| -4% | -$1.21M | 6.09% | 6 |
|
|
2023
Q1 | $24.4M | Buy |
63,203
+2,943
| +5% | +$1.13M | 5.81% | 6 |
|
|
2022
Q4 | $19.2M | Buy |
60,260
+6,758
| +13% | +$2.16M | 5.87% | 7 |
|
|
2022
Q3 | $16.4M | Buy |
53,502
+2,131
| +4% | +$655K | 5.55% | 7 |
|
|
2022
Q2 | $16.8M | Sell |
51,371
-3,191
| -6% | -$1.04M | 5.61% | 7 |
|
|
2022
Q1 | $22.7M | Buy |
54,562
+1,324
| +2% | +$551K | 7.05% | 7 |
|
|
2021
Q4 | $24.4M | Buy |
53,238
+964
| +2% | +$442K | 7.6% | 6 |
|
|
2021
Q3 | $21M | Sell |
52,274
-23,056
| -31% | -$9.25M | 7.24% | 6 |
|
|
2021
Q2 | $30M | Buy |
75,330
+2,720
| +4% | +$1.08M | 11.29% | 3 |
|
|
2021
Q1 | $26M | Buy |
72,610
+2,946
| +4% | +$1.06M | 10.8% | 3 |
|
|
2020
Q4 | $24.6M | Buy |
69,664
+1,981
| +3% | +$701K | 11.26% | 3 |
|
|
2020
Q3 | $21.1M | Buy |
67,683
+678
| +1% | +$211K | 11.36% | 4 |
|
|
2020
Q2 | $18.7M | Buy |
67,005
+8,151
| +14% | +$2.27M | 11.4% | 4 |
|
|
2020
Q1 | $12.5M | Buy |
+58,854
| New | +$12.5M | 9.31% | 5 |
|