Kingswood Wealth Advisors’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
$5.88M Buy
2025
Q1
$4.08M Sell
2024
Q4
$7.41M Sell
2024
Q3
$9.48M Buy
2024
Q2
$1.46M Buy
2024
Q1
$1.24M Sell
2023
Q4
$1.18M Buy
2023
Q3
$750K Buy