Heritage Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Sell |
|
|||||
|
2025
Q2 | $507K | Sell |
|
|||||
|
2025
Q1 | $549K | Buy |
|
|||||
|
2024
Q4 | $460K | Buy |
|
|||||
|
2024
Q3 | $323K | Sell |
|
|||||
|
2024
Q2 | $328K | Buy |
|
|||||
|
2024
Q1 | $289K | Hold |
|
|||||
|
2023
Q4 | $267K | Hold |
|
|||||
|
2023
Q3 | $229K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $118K | Sell |
|
|||||
|
2022
Q1 | $262K | Hold |
|
|||||
|
2021
Q4 | $289K | Buy |
|