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