Keudell/Morrison Wealth Management’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
         Q2  | $514K | Buy | 
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| 
        
          
      
        2025
         Q1  | $274K | Buy | 
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| 
        
          
      
        2024
         Q4  | $283K | Hold | 
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| 
        
          
      
        2024
         Q3  | $267K | Hold | 
         | 
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| 
        
          
      
        2024
         Q2  | $262K | Hold | 
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| 
        
          
      
        2024
         Q1  | $239K | Hold | 
         | 
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| 
        
          
      
        2023
         Q4  | $220K | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $326K | Hold | 
         | 
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| 
        
          
      
        2023
         Q2  | $347K | Hold | 
         | 
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| 
        
          
      
        2023
         Q1  | $303K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $251K | Buy | 
         |