Klingman & Associates’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
$252K Sell
380
-8
-2% -$5.31K 0.01% 271
2025
Q1
$210K Buy
388
+16
+4% +$8.68K 0.01% 256
2024
Q4
$231K Buy
+372
New +$231K 0.01% 237