Great Diamond 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
2024
Q3
Sell
-554
Closed -$319K 222
2024
Q2
$319K Hold
554
0.08% 162
2024
Q1
$290K Sell
554
-10
-2% -$5.24K 0.07% 183
2023
Q4
$273K Hold
564
0.07% 191
2023
Q3
$234K Buy
+564
New +$234K 0.06% 202