LWM
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Level Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Level Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Hold
2,313
– – 0.89% 17
2025
Q1 		$1.25M Hold
2,313
– – 0.82% 15
2024
Q4 		$1.44M Buy
+2,313
New +$1.44M 1.02% 14