Heritage Wealth Management (California)’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 | $215K | Buy |
+324
| New | +$215K | 0.14% | 82 |
|
|
2025
Q1 | – | Sell |
-360
| Closed | -$224K | – | 91 |
|
|
2024
Q4 | $224K | Sell |
360
-30
| -8% | -$18.7K | 0.16% | 77 |
|
|
2024
Q3 | $229K | Sell |
390
-26
| -6% | -$15.3K | 0.16% | 71 |
|
|
2024
Q2 | $240K | Sell |
416
-74
| -15% | -$42.7K | 0.18% | 63 |
|
|
2024
Q1 | $257K | Sell |
490
-23
| -4% | -$12.1K | 0.19% | 62 |
|
|
2023
Q4 | $248K | Buy |
+513
| New | +$248K | 0.2% | 59 |
|