Everett Harris & Co’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$641K	Hold	7,352	–	–	0.01%	204
2025 Q4	$693K	Buy	7,352 +3,304	+82%	+$314K	0.01%	199
2025 Q3	$378K	Hold	4,048	–	–	﹤0.01%	247
2025 Q2	$336K	Hold	4,048	–	–	﹤0.01%	257
2025 Q1	$274K	Hold	4,048	–	–	﹤0.01%	277
2024 Q4	$315K	Hold	4,048	–	–	﹤0.01%	240
2024 Q3	$297K	Hold	4,048	–	–	﹤0.01%	237
2024 Q2	$292K	Hold	4,048	–	–	﹤0.01%	231
2024 Q1	$265K	Buy	4,048 +144	+4%	+$9.13K	﹤0.01%	242
2023 Q4	$236K	Hold	3,904	–	–	﹤0.01%	236
2023 Q3	$202K	Hold	3,904	–	–	﹤0.01%	241
2023 Q2	$216K	Buy	+3,904	New	+$196K	﹤0.01%	239
2022 Q4	–	Sell	-11,904	Closed	-$457K	–	268
2022 Q3	$457K	Sell	11,904 -8,000	-40%	-$352K	0.01%	179
2022 Q2	$812K	Sell	19,904 -55,800	-74%	-$2.51M	0.01%	144
2022 Q1	$3.94M	Hold	75,704	–	–	0.06%	80
2021 Q4	$4.34M	Hold	75,704	–	–	0.06%	78
2021 Q3	$3.8M	Hold	75,704	–	–	0.06%	76
2021 Q2	$3.77M	Buy	+75,704	New	+$3.57M	0.06%	78