Golden State 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	$35.1K	Sell	400 -1,128	-74%	-$104K	﹤0.01%	775
2025 Q4	$144K	Buy	1,528 +104	+7%	+$9.88K	0.02%	447
2025 Q3	$134K	Sell	1,424 -16	-1%	-$1.4K	0.01%	442
2025 Q2	$120K	Buy	1,440 +312	+28%	+$22.7K	0.01%	446
2025 Q1	$77K	Buy	1,128 +168	+18%	+$12.7K	0.01%	506
2024 Q4	$75.1K	Buy	+960	New	+$73.7K	0.01%	486
2022 Q1	$409K	Sell	7,848 -384	-5%	-$19.7K	0.08%	198
2021 Q4	$472K	Sell	8,232 -400	-5%	-$22K	0.08%	223
2021 Q3	$433K	Sell	8,632 -200	-2%	-$10.4K	0.09%	183
2021 Q2	$440K	Buy	+8,832	New	+$417K	0.1%	181
2020 Q2	–	Sell	-3,040	Closed	-$80K	–	884
2020 Q1	$80K	Buy	+3,040	New	+$92.1K	0.04%	285
2019 Q4	–	Sell	-7,592	Closed	-$204K	–	915
2019 Q3	$204K	Sell	7,592 -7,272	-49%	-$196K	0.07%	200
2019 Q2	$391K	Hold	14,864	–	–	0.12%	143
2019 Q1	$373K	Buy	+14,864	New	+$345K	0.12%	143