Gryphon Financial 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	$1.63M	Sell	2,450 -1,632	-40%	-$1.08M	0.21%	71
2025 Q1	$2.21M	Hold	4,082	–	–	0.32%	51
2024 Q4	$2.54M	Buy	4,082 +82	+2%	+$51K	0.36%	41
2024 Q3	$2.35M	Sell	4,000 -82	-2%	-$48.1K	0.32%	43
2024 Q2	$2.35M	Buy	4,082 +82	+2%	+$47.3K	0.35%	40
2024 Q1	$2.1M	Hold	4,000	–	–	0.35%	44
2023 Q4	$1.94M	Hold	4,000	–	–	0.34%	44
2023 Q3	$1.66M	Hold	4,000	–	–	0.39%	34
2023 Q2	$1.77M	Hold	4,000	–	–	0.38%	35
2023 Q1	$1.54M	Hold	4,000	–	–	0.35%	37
2022 Q4	$1.28M	Hold	4,000	–	–	0.3%	44
2022 Q3	$1.23M	Hold	4,000	–	–	0.31%	44
2022 Q2	$1.31M	Hold	4,000	–	–	0.32%	42
2022 Q1	$1.67M	Sell	4,000 -24	-0.6%	-$10K	0.34%	37
2021 Q4	$1.84M	Buy	4,024 +24	+0.6%	+$11K	0.35%	39
2021 Q3	$1.61M	Hold	4,000	–	–	0.36%	37
2021 Q2	$1.6M	Hold	4,000	–	–	0.36%	39
2021 Q1	$1.43M	Hold	4,000	–	–	0.33%	36
2020 Q4	$1.42M	Hold	4,000	–	–	0.36%	38
2020 Q3	$1.25M	Hold	4,000	–	–	0.37%	39
2020 Q2	$1.12M	Hold	4,000	–	–	0.35%	37
2020 Q1	$848K	Buy	+4,000	New	+$848K	0.31%	38
2018 Q3	–	Sell	-575	Closed	-$104K	–	806
2018 Q2	$104K	Hold	575	–	–	0.05%	129
2018 Q1	$98K	Hold	575	–	–	0.05%	141
2017 Q4	$95K	Buy	+575	New	+$95K	0.05%	153