KCM 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 | $54.7M | Buy |
82,427
+3,987
| +5% | +$2.64M | 1.83% | 12 |
|
2025
Q1 | $42.5M | Buy |
78,440
+5,913
| +8% | +$3.21M | 1.53% | 19 |
|
2024
Q4 | $45.1M | Sell |
72,527
-6,984
| -9% | -$4.34M | 1.55% | 16 |
|
2024
Q3 | $46.6M | Sell |
79,511
-1,870
| -2% | -$1.1M | 1.58% | 16 |
|
2024
Q2 | $46.9M | Buy |
81,381
+128
| +0.2% | +$73.8K | 1.68% | 11 |
|
2024
Q1 | $42.6M | Buy |
81,253
+421
| +0.5% | +$221K | 1.57% | 13 |
|
2023
Q4 | $39.1M | Buy |
80,832
+2,016
| +3% | +$976K | 1.56% | 14 |
|
2023
Q3 | $32.7M | Sell |
78,816
-4,311
| -5% | -$1.79M | 1.41% | 17 |
|
2023
Q2 | $36.8M | Sell |
83,127
-23,112
| -22% | -$10.2M | 1.47% | 16 |
|
2023
Q1 | $41M | Buy |
106,239
+6,591
| +7% | +$2.54M | 1.66% | 9 |
|
2022
Q4 | $31.8M | Buy |
99,648
+7,493
| +8% | +$2.39M | 1.37% | 15 |
|
2022
Q3 | $28.3M | Sell |
92,155
-1,420
| -2% | -$436K | 1.31% | 18 |
|
2022
Q2 | $30.6M | Buy |
93,575
+5,268
| +6% | +$1.72M | 1.33% | 18 |
|
2022
Q1 | $36.8M | Buy |
88,307
+6,583
| +8% | +$2.74M | 1.35% | 17 |
|
2021
Q4 | $37.4M | Sell |
81,724
-545
| -0.7% | -$250K | 1.3% | 15 |
|
2021
Q3 | $33M | Buy |
82,269
+1,025
| +1% | +$411K | 1.31% | 18 |
|
2021
Q2 | $32.4M | Buy |
81,244
+316
| +0.4% | +$126K | 1.31% | 18 |
|
2021
Q1 | $29M | Buy |
80,928
+7,567
| +10% | +$2.71M | 1.29% | 19 |
|
2020
Q4 | $26M | Buy |
73,361
+17,922
| +32% | +$6.34M | 1.25% | 20 |
|
2020
Q3 | $17.3M | Buy |
55,439
+181
| +0.3% | +$56.4K | 0.96% | 33 |
|
2020
Q2 | $15.4M | Buy |
55,258
+441
| +0.8% | +$123K | 0.87% | 38 |
|
2020
Q1 | $11.6M | Sell |
54,817
-5,488
| -9% | -$1.16M | 0.78% | 43 |
|
2019
Q4 | $14.8M | Sell |
60,305
-4,493
| -7% | -$1.1M | 0.8% | 40 |
|
2019
Q3 | $14M | Buy |
64,798
+4,727
| +8% | +$1.02M | 0.81% | 40 |
|
2019
Q2 | $12.7M | Buy |
60,071
+16,498
| +38% | +$3.48M | 0.76% | 40 |
|
2019
Q1 | $8.74M | Buy |
43,573
+10,452
| +32% | +$2.1M | 0.57% | 51 |
|
2018
Q4 | $5.53M | Buy |
33,121
+9,753
| +42% | +$1.63M | 0.37% | 72 |
|
2018
Q3 | $4.73M | Buy |
23,368
+4,433
| +23% | +$898K | 0.27% | 89 |
|
2018
Q2 | $3.44M | Buy |
18,935
+2,899
| +18% | +$526K | 0.21% | 101 |
|
2018
Q1 | $2.74M | Buy |
16,036
+4,540
| +39% | +$776K | 0.17% | 131 |
|
2017
Q4 | $1.89M | Buy |
11,496
+4,540
| +65% | +$748K | 0.11% | 181 |
|
2017
Q3 | $1.06M | Buy |
6,956
+1,920
| +38% | +$292K | 0.06% | 245 |
|
2017
Q2 | $709K | Hold |
5,036
| – | – | 0.04% | 300 |
|
2017
Q1 | $683K | Buy |
5,036
+355
| +8% | +$48.1K | 0.04% | 311 |
|
2016
Q4 | $569K | Hold |
4,681
| – | – | 0.04% | 334 |
|
2016
Q3 | $563K | Sell |
4,681
-24
| -0.5% | -$2.89K | 0.04% | 338 |
|
2016
Q2 | $504K | Hold |
4,705
| – | – | 0.04% | 346 |
|
2016
Q1 | $515K | Buy |
4,705
+35
| +0.7% | +$3.83K | 0.04% | 336 |
|
2015
Q4 | $506K | Sell |
4,670
-95
| -2% | -$10.3K | 0.04% | 336 |
|
2015
Q3 | $477K | Hold |
4,765
| – | – | 0.04% | 351 |
|
2015
Q2 | $506K | Buy |
4,765
+34
| +0.7% | +$3.61K | 0.04% | 349 |
|
2015
Q1 | $504K | Buy |
4,731
+263
| +6% | +$28K | 0.04% | 345 |
|
2014
Q4 | $467K | Buy |
4,468
+618
| +16% | +$64.6K | 0.04% | 348 |
|
2014
Q3 | $385K | Hold |
3,850
| – | – | 0.04% | 368 |
|
2014
Q2 | $373K | Sell |
3,850
-515
| -12% | -$49.9K | 0.03% | 368 |
|
2014
Q1 | $400K | Buy |
+4,365
| New | +$400K | 0.04% | 325 |
|