Lake Street Private Wealth’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
$824K Buy
1,241
+23
+2% +$15.3K 0.12% 115
2025
Q1
$661K Sell
1,218
-67
-5% -$36.3K 0.11% 128
2024
Q4
$799K Sell
1,285
-31
-2% -$19.3K 0.13% 113
2024
Q3
$772K Sell
1,316
-102
-7% -$59.8K 0.12% 126
2024
Q2
$817K Sell
1,418
-3
-0.2% -$1.73K 0.11% 165
2024
Q1
$745K Buy
1,421
+2
+0.1% +$1.05K 0.1% 178
2023
Q4
$687K Sell
1,419
-26
-2% -$12.6K 0.11% 170
2023
Q3
$597K Buy
1,445
+1
+0.1% +$413 0.11% 171
2023
Q2
$638K Buy
1,444
+85
+6% +$37.6K 0.11% 163
2023
Q1
$524K Sell
1,359
-353
-21% -$136K 0.1% 178
2022
Q4
$547K Sell
1,712
-59
-3% -$18.8K 0.11% 173
2022
Q3
$544K Hold
1,771
0.12% 155
2022
Q2
$578K Sell
1,771
-1,029
-37% -$336K 0.12% 151
2022
Q1
$940K Buy
2,800
+903
+48% +$303K 0.17% 130
2021
Q4
$869K Buy
1,897
+100
+6% +$45.8K 0.15% 142
2021
Q3
$721K Hold
1,797
0.18% 120
2021
Q2
$717K Sell
1,797
-51
-3% -$20.3K 0.18% 122
2021
Q1
$662K Buy
1,848
+10
+0.5% +$3.58K 0.18% 120
2020
Q4
$650K Buy
+1,838
New +$650K 0.19% 115