Live Oak Investment Partners’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 | $3.58M | Buy |
5,400
+410
| +8% | +$272K | 2.75% | 9 |
|
2025
Q1 | $2.71M | Buy |
+4,990
| New | +$2.71M | 2.14% | 11 |
|
2024
Q4 | – | Hold |
0
| – | -$3.2M | – | 9 |
|
2024
Q3 | – | Hold |
0
| – | -$3.26M | – | 9 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 9 |
|
2023
Q4 | – | Hold |
0
| – | -$2.22M | – | 9 |
|
2023
Q3 | – | Hold |
0
| – | -$2.45M | – | 12 |
|
2023
Q2 | – | Hold |
0
| – | -$2.46M | – | 14 |
|
2023
Q1 | – | Hold |
0
| – | -$2M | – | 13 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 13 |
|