Keystone Wealth 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
$328K Sell
494
-295
-37% -$196K 0.08% 219
2025
Q1
$428K Buy
789
+262
+50% +$142K 0.12% 168
2024
Q4
$327K Buy
527
+1
+0.2% +$621 0.09% 196
2024
Q3
$309K Buy
526
+151
+40% +$88.6K 0.09% 203
2024
Q2
$216K Buy
+375
New +$216K 0.07% 219