Heritage Wealth Management (California)’s Vanguard Information Technology ETF VGT Stock Holding History

Heritage Wealth Management (California)’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy
2025 Q1	–	Sell
2024 Q4	$224K	Sell
2024 Q3	$229K	Sell
2024 Q2	$240K	Sell
2024 Q1	$257K	Sell
2023 Q4	$248K	Buy