Heritage Wealth 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
Q1 | $280K | Buy |
516
+16
| +3% | +$8.67K | 0.43% | 43 |
|
|
2024
Q4 | $311K | Buy |
500
+26
| +5% | +$16.2K | 0.39% | 47 |
|
|
2024
Q3 | $278K | Buy |
474
+9
| +2% | +$5.28K | 0.33% | 52 |
|
|
2024
Q2 | $268K | Buy |
465
+19
| +4% | +$11K | 0.39% | 46 |
|
|
2024
Q1 | $216K | Hold |
446
| – | – | 0.44% | 39 |
|
|
2023
Q4 | $216K | Buy |
+446
| New | +$216K | 0.44% | 39 |
|