Golden State Wealth Management’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 | $120K | Buy |
180
+39
| +28% | +$26K | 0.01% | 446 |
|
|
2025
Q1 | $77K | Buy |
141
+21
| +18% | +$11.5K | 0.01% | 506 |
|
|
2024
Q4 | $75.1K | Buy |
+120
| New | +$75.1K | 0.01% | 486 |
|
|
2022
Q1 | $409K | Sell |
981
-48
| -5% | -$20K | 0.08% | 198 |
|
|
2021
Q4 | $472K | Sell |
1,029
-50
| -5% | -$22.9K | 0.08% | 223 |
|
|
2021
Q3 | $433K | Sell |
1,079
-25
| -2% | -$10K | 0.09% | 183 |
|
|
2021
Q2 | $440K | Buy |
+1,104
| New | +$440K | 0.1% | 181 |
|
|
2020
Q2 | – | Sell |
-380
| Closed | -$80K | – | 869 |
|
|
2020
Q1 | $80K | Buy |
+380
| New | +$80K | 0.04% | 285 |
|
|
2019
Q4 | – | Sell |
-949
| Closed | -$204K | – | 899 |
|
|
2019
Q3 | $204K | Sell |
949
-909
| -49% | -$195K | 0.07% | 200 |
|
|
2019
Q2 | $391K | Hold |
1,858
| – | – | 0.12% | 143 |
|
|
2019
Q1 | $373K | Buy |
+1,858
| New | +$373K | 0.12% | 143 |
|