Highland Financial Advisors’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
$1.55M Buy
2,341
+516
+28% +$342K 0.5% 24
2025
Q1
$990K Buy
1,825
+1,433
+366% +$777K 0.35% 28
2024
Q4
$244K Buy
392
+39
+11% +$24.3K 0.08% 52
2024
Q3
$207K Buy
+353
New +$207K 0.07% 51