IPG Investment Advisors’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	$1.14M	Hold	13,104	–	–	0.2%	104
2025 Q4	$1.23M	Buy	13,104 +1,272	+11%	+$121K	0.22%	99
2025 Q3	$1.1M	Buy	11,832 +5,248	+80%	+$459K	0.2%	92
2025 Q2	$546K	Sell	6,584 -1,688	-20%	-$123K	0.11%	100
2025 Q1	$561K	Buy	8,272 +480	+6%	+$36.2K	0.13%	95
2024 Q4	$606K	Buy	7,792 +2,168	+39%	+$167K	0.14%	91
2024 Q3	$413K	Buy	5,624 +1,424	+34%	+$101K	0.09%	111
2024 Q2	$303K	Buy	+4,200	New	+$279K	0.07%	124
2023 Q3	–	Sell	-4,272	Closed	-$236K	–	187
2023 Q2	$236K	Hold	4,272	–	–	0.05%	146
2023 Q1	$206K	Buy	+4,272	New	+$189K	0.05%	146
2022 Q2	–	Sell	-4,360	Closed	-$227K	–	191
2022 Q1	$227K	Sell	4,360 -3,072	-41%	-$158K	0.04%	142
2021 Q4	$426K	Sell	7,432 -216	-3%	-$11.9K	0.08%	123
2021 Q3	$384K	Buy	7,648 +616	+9%	+$31.9K	0.12%	78
2021 Q2	$351K	Hold	7,032	–	–	0.1%	100
2021 Q1	$315K	Buy	+7,032	New	+$316K	0.06%	145