Holistic Financial 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 Q2	$599K	Buy	903 +93	+11%	+$61.7K	0.26%	47
2025 Q1	$439K	Buy	+810	New	+$439K	0.21%	57