IPG Investment 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 | $546K | Sell |
823
-211
| -20% | -$140K | 0.11% | 100 |
|
|
2025
Q1 | $561K | Buy |
1,034
+60
| +6% | +$32.5K | 0.13% | 95 |
|
|
2024
Q4 | $606K | Buy |
974
+271
| +39% | +$169K | 0.14% | 91 |
|
|
2024
Q3 | $413K | Buy |
703
+178
| +34% | +$105K | 0.09% | 111 |
|
|
2024
Q2 | $303K | Buy |
+525
| New | +$303K | 0.07% | 124 |
|
|
2023
Q3 | – | Sell |
-534
| Closed | -$236K | – | 187 |
|
|
2023
Q2 | $236K | Hold |
534
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $206K | Buy |
+534
| New | +$206K | 0.05% | 146 |
|
|
2022
Q2 | – | Sell |
-545
| Closed | -$227K | – | 191 |
|
|
2022
Q1 | $227K | Sell |
545
-384
| -41% | -$160K | 0.04% | 142 |
|
|
2021
Q4 | $426K | Sell |
929
-27
| -3% | -$12.4K | 0.08% | 123 |
|
|
2021
Q3 | $384K | Buy |
956
+77
| +9% | +$30.9K | 0.12% | 78 |
|
|
2021
Q2 | $351K | Hold |
879
| – | – | 0.1% | 100 |
|
|
2021
Q1 | $315K | Buy |
+879
| New | +$315K | 0.06% | 145 |
|