Golden State Equity Partners’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
$630K Sell
950
-67
-7% -$44.4K 0.12% 215
2025
Q1
$551K Sell
1,017
-253
-20% -$137K 0.11% 230
2024
Q4
$790K Buy
1,270
+1,251
+6,584% +$778K 0.15% 164
2024
Q3
$11.1K Sell
19
-1,239
-98% -$727K 0.01% 566
2024
Q2
$725K Buy
+1,258
New +$725K 0.15% 150
2023
Q4
$498K Buy
+1,028
New +$498K 0.12% 191