Kelly Financial Services’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 | $295K | Buy |
445
+57
| +15% | +$37.8K | 0.09% | 91 |
|
|
2025
Q1 | $210K | Buy |
+388
| New | +$210K | 0.07% | 106 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$25.1K | – | 816 |
|
|
2023
Q4 | $25.1K | Hold |
52
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $21.5K | Hold |
52
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $22.8K | Hold |
52
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $19.9K | Sell |
52
-17
| -25% | -$6.51K | 0.01% | 276 |
|
|
2022
Q4 | $21.9K | Buy |
69
+1
| +1% | +$317 | 0.01% | 258 |
|
|
2022
Q3 | $21K | Hold |
68
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $22.3K | Hold |
68
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $28.4K | Sell |
68
-35
| -34% | -$14.6K | 0.01% | 242 |
|
|
2021
Q4 | $47.3K | Buy |
103
+86
| +506% | +$39.5K | 0.02% | 182 |
|
|
2021
Q3 | $6.82K | Sell |
17
-6,762
| -100% | -$2.71M | ﹤0.01% | 381 |
|
|
2021
Q2 | $17K | Buy |
6,779
+6,762
| +39,776% | +$17K | ﹤0.01% | 561 |
|
|
2021
Q1 | $6.09K | Hold |
17
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $6.01K | Hold |
17
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $5.3K | Hold |
17
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $4.74K | Hold |
17
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $3.6K | Hold |
17
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $4.16K | Hold |
17
| – | – | ﹤0.01% | 327 |
|
|
2019
Q3 | $3.66K | Hold |
17
| – | – | ﹤0.01% | 332 |
|
|
2019
Q2 | $3.59K | Hold |
17
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $3.41K | Buy |
+17
| New | +$3.41K | ﹤0.01% | 330 |
|