Kingsview Wealth Management’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 | $6.75M | Buy |
10,170
+244
| +2% | +$162K | 0.11% | 192 |
|
2025
Q1 | $5.38M | Buy |
9,926
+489
| +5% | +$265K | 0.1% | 206 |
|
2024
Q4 | $5.87M | Sell |
9,437
-475
| -5% | -$295K | 0.11% | 182 |
|
2024
Q3 | $5.81M | Sell |
9,912
-528
| -5% | -$310K | 0.12% | 175 |
|
2024
Q2 | $6.02M | Sell |
10,440
-75
| -0.7% | -$43.2K | 0.14% | 158 |
|
2024
Q1 | $5.51M | Buy |
10,515
+654
| +7% | +$343K | 0.14% | 162 |
|
2023
Q4 | $4.77M | Buy |
9,861
+81
| +0.8% | +$39.2K | 0.14% | 160 |
|
2023
Q3 | $4.06M | Buy |
9,780
+118
| +1% | +$49K | 0.15% | 166 |
|
2023
Q2 | $4.27M | Buy |
9,662
+873
| +10% | +$386K | 0.17% | 134 |
|
2023
Q1 | $3.39M | Buy |
8,789
+130
| +2% | +$50.1K | 0.14% | 162 |
|
2022
Q4 | $2.77M | Sell |
8,659
-100
| -1% | -$31.9K | 0.12% | 197 |
|
2022
Q3 | $2.69M | Buy |
8,759
+104
| +1% | +$32K | 0.13% | 182 |
|
2022
Q2 | $2.83M | Buy |
8,655
+136
| +2% | +$44.4K | 0.14% | 170 |
|
2022
Q1 | $3.55M | Sell |
8,519
-56
| -0.7% | -$23.3K | 0.16% | 145 |
|
2021
Q4 | $3.93M | Buy |
8,575
+251
| +3% | +$115K | 0.16% | 136 |
|
2021
Q3 | $3.34M | Buy |
8,324
+432
| +5% | +$173K | 0.16% | 147 |
|
2021
Q2 | $3.15M | Sell |
7,892
-1,282
| -14% | -$511K | 0.16% | 145 |
|
2021
Q1 | $3.36M | Buy |
9,174
+4,012
| +78% | +$1.47M | 0.19% | 122 |
|
2020
Q4 | $1.83M | Buy |
+5,162
| New | +$1.83M | 0.13% | 171 |
|
2020
Q2 | – | Sell |
-1,131
| Closed | -$240K | – | 604 |
|
2020
Q1 | $240K | Buy |
+1,131
| New | +$240K | 0.03% | 401 |
|