Integrated Wealth Concepts’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
197,344
+62,400
| +46% | +$5.75M | 0.14% | 146 |
|
|
2025
Q4 | $12.7M | Sell |
134,944
-52,264
| -28% | -$4.97M | 0.15% | 134 |
|
|
2025
Q3 | $17.5M | Sell |
187,208
-20,040
| -10% | -$1.75M | 0.16% | 134 |
|
|
2025
Q2 | $17.2M | Sell |
207,248
-480
| -0.2% | -$34.9K | 0.17% | 127 |
|
|
2025
Q1 | $14.1M | Sell |
207,728
-2,792
| -1% | -$210K | 0.16% | 131 |
|
|
2024
Q4 | $16.4M | Buy |
210,520
+16,208
| +8% | +$1.24M | 0.19% | 116 |
|
|
2024
Q3 | $14.2M | Buy |
194,312
+7,112
| +4% | +$505K | 0.17% | 127 |
|
|
2024
Q2 | $13.5M | Buy |
187,200
+17,160
| +10% | +$1.14M | 0.18% | 123 |
|
|
2024
Q1 | $11.1M | Buy |
170,040
+23,160
| +16% | +$1.47M | 0.16% | 149 |
|
|
2023
Q4 | $8.89M | Sell |
146,880
-7,776
| -5% | -$433K | 0.15% | 158 |
|
|
2023
Q3 | $8.02M | Buy |
154,656
+240
| +0.2% | +$13.1K | 0.14% | 162 |
|
|
2023
Q2 | $8.53M | Sell |
154,416
-8,208
| -5% | -$412K | 0.15% | 153 |
|
|
2023
Q1 | $7.84M | Buy |
162,624
+38,904
| +31% | +$1.72M | 0.16% | 137 |
|
|
2022
Q4 | $4.94M | Sell |
123,720
-33,760
| -21% | -$1.38M | 0.13% | 157 |
|
|
2022
Q3 | $6.05M | Buy |
157,480
+4,272
| +3% | +$188K | 0.19% | 110 |
|
|
2022
Q2 | $6.25M | Buy |
153,208
+87,320
| +133% | +$3.93M | 0.19% | 112 |
|
|
2022
Q1 | $3.43M | Buy |
65,888
+10,520
| +19% | +$540K | 0.1% | 174 |
|
|
2021
Q4 | $3.17M | Buy |
55,368
+5,584
| +11% | +$307K | 0.09% | 180 |
|
|
2021
Q3 | $2.5M | Buy |
49,784
+2,864
| +6% | +$148K | 0.08% | 207 |
|
|
2021
Q2 | $2.34M | Buy |
46,920
+10,464
| +29% | +$494K | 0.08% | 198 |
|
|
2021
Q1 | $1.63M | Buy |
36,456
+1,376
| +4% | +$61.9K | 0.07% | 216 |
|
|
2020
Q4 | $1.55M | Sell |
35,080
-352
| -1% | -$14.5K | 0.07% | 185 |
|
|
2020
Q3 | $1.38M | Buy |
35,432
+312
| +0.9% | +$11.7K | 0.09% | 168 |
|
|
2020
Q2 | $1.22M | Sell |
35,120
-3,912
| -10% | -$122K | 0.09% | 144 |
|
|
2020
Q1 | $1.03M | Buy |
39,032
+920
| +2% | +$27.9K | 0.1% | 131 |
|
|
2019
Q4 | $1.17M | Buy |
38,112
+11,104
| +41% | +$318K | 0.1% | 136 |
|
|
2019
Q3 | $728K | Buy |
27,008
+7,944
| +42% | +$214K | 0.08% | 159 |
|
|
2019
Q2 | $503K | Sell |
19,064
-688
| -3% | -$17.7K | 0.07% | 179 |
|
|
2019
Q1 | $495K | Buy |
19,752
+64
| +0.3% | +$1.49K | 0.08% | 162 |
|
|
2018
Q4 | $410K | Buy |
19,688
+824
| +4% | +$18.7K | 0.11% | 144 |
|
|
2018
Q3 | $479K | Sell |
18,864
-303,816
| -94% | -$7.39M | 0.14% | 120 |
|
|
2018
Q2 | $3.35M | Buy |
322,680
+301,824
| +1,447% | +$6.78M | 1.14% | 21 |
|
|
2018
Q1 | $435K | Buy |
20,856
+56
| +0.3% | +$1.22K | 0.17% | 110 |
|
|
2017
Q4 | $448K | Buy |
+20,800
| New | +$422K | 0.19% | 100 |
|
Other funds holding VGT
PCH
