Lee Financial’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 | $461K | Hold |
695
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $377K | Hold |
695
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $432K | Buy |
+695
| New | +$432K | 0.06% | 121 |
|
|
2024
Q1 | – | Sell |
-56
| Closed | -$27.1K | – | 794 |
|
|
2023
Q4 | $27.1K | Hold |
56
| – | – | ﹤0.01% | 280 |
|
|
2023
Q3 | $23.2K | Buy |
+56
| New | +$23.2K | ﹤0.01% | 287 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$19.3K | – | 837 |
|
|
2023
Q1 | $19.3K | Buy |
50
+45
| +900% | +$17.3K | ﹤0.01% | 315 |
|
|
2022
Q4 | $1.6K | Hold |
5
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $2K | Sell |
5
-5
| -50% | -$2K | ﹤0.01% | 713 |
|
|
2022
Q2 | $3K | Buy |
10
+5
| +100% | +$1.5K | ﹤0.01% | 649 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 795 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$5K | – | 552 |
|
|
2020
Q1 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 382 |
|
|
2018
Q3 | – | Sell |
-332
| Closed | -$60K | – | 722 |
|
|
2018
Q2 | $60K | Buy |
332
+79
| +31% | +$14.3K | 0.01% | 253 |
|
|
2018
Q1 | $43K | Buy |
+253
| New | +$43K | 0.01% | 272 |
|