Endowment 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
$289K Buy
+436
New +$289K 0.15% 115
2025
Q1
Sell
-361
Closed -$224K 155
2024
Q4
$224K Buy
361
+1
+0.3% +$622 0.15% 122
2024
Q3
$211K Buy
360
+1
+0.3% +$586 0.14% 122
2024
Q2
$207K Buy
+359
New +$207K 0.15% 115
2022
Q1
Sell
-491
Closed -$225K 133
2021
Q4
$225K Buy
+491
New +$225K 0.23% 99