Harvest Group 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
2023 Q1	$399K	Sell	8,288 -1,080	-12%	-$47.7K	0.25%	40
2022 Q4	$374K	Sell	9,368 -4,344	-32%	-$177K	0.25%	45
2022 Q3	$549K	Sell	13,712 -472	-3%	-$20.8K	0.37%	41
2022 Q2	$646K	Sell	14,184 -88	-0.6%	-$3.96K	0.4%	39
2022 Q1	$743K	Sell	14,272 -6,416	-31%	-$329K	0.42%	33
2021 Q4	$1.19M	Sell	20,688 -376	-2%	-$20.6K	0.67%	29
2021 Q3	$1.06M	Sell	21,064 -1,392	-6%	-$72.2K	0.62%	23
2021 Q2	$1.12M	Sell	22,456 -12,800	-36%	-$604K	0.67%	20
2021 Q1	$1.71M	Sell	35,256 -111,720	-76%	-$5.02M	1.07%	19
2020 Q4	$6.5M	Sell	146,976 -12,992	-8%	-$534K	3.88%	13
2020 Q3	$6.23M	Sell	159,968 -27,384	-15%	-$1.03M	4.32%	11
2020 Q2	$6.53M	Sell	187,352 -75,208	-29%	-$2.35M	5.46%	8
2020 Q1	$6.95M	Buy	+262,560	New	+$7.96M	7.01%	4