IVC Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $718K | Sell |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $529K | Hold |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $284K | Buy |
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