Fingerlakes Wealth Management’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	$4.82M	Sell	55,312 -2,232	-4%	-$206K	3.2%	7
2025 Q4	$5.42M	Sell	57,544 -2,688	-4%	-$255K	3.45%	7
2025 Q3	$5.62M	Sell	60,232 -544	-0.9%	-$47.5K	3.67%	7
2025 Q2	$5.04M	Sell	60,776 -952	-2%	-$69.2K	3.76%	7
2025 Q1	$4.18M	Sell	61,728 -1,200	-2%	-$90.4K	3.56%	5
2024 Q4	$4.89M	Buy	62,928 +1,456	+2%	+$112K	3.95%	4
2024 Q3	$4.51M	Sell	61,472 -1,568	-2%	-$111K	3.75%	4
2024 Q2	$4.54M	Buy	63,040 +72	+0.1%	+$4.79K	4.08%	4
2024 Q1	$4.13M	Sell	62,968 -184	-0.3%	-$11.7K	3.98%	4
2023 Q4	$3.82M	Sell	63,152 -128	-0.2%	-$7.13K	4.11%	4
2023 Q3	$3.28M	Sell	63,280 -400	-0.6%	-$21.8K	4.01%	4
2023 Q2	$3.52M	Buy	63,680 +80	+0.1%	+$4.02K	4.03%	4
2023 Q1	$3.06M	Buy	63,600 +848	+1%	+$37.5K	3.82%	4
2022 Q4	$2.51M	Buy	62,752 +528	+0.8%	+$21.5K	3.44%	6
2022 Q3	$2.39M	Buy	62,224 +5,272	+9%	+$232K	3.49%	5
2022 Q2	$2.33M	Buy	56,952 +1,672	+3%	+$75.3K	3.18%	5
2022 Q1	$2.88M	Buy	55,280 +552	+1%	+$28.3K	3.36%	5
2021 Q4	$3.14M	Buy	+54,728	New	+$3M	3.54%	5