Kellett 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 | $1.49M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $994K | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $933K | Buy |
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|
2024
Q2 | $915K | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $815K | Sell |
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|
2021
Q4 | $899K | Buy |
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