Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $208K | Buy |
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