Lodestone Wealth Management’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 | $320K | Buy |
483
+8
| +2% | +$5.3K | 0.16% | 130 |
|
|
2025
Q1 | $258K | Sell |
475
-107
| -18% | -$58.1K | 0.14% | 133 |
|
|
2024
Q4 | $362K | Buy |
582
+1
| +0.2% | +$622 | 0.18% | 108 |
|
|
2024
Q3 | $341K | Sell |
581
-77
| -12% | -$45.2K | 0.17% | 109 |
|
|
2024
Q2 | $379K | Hold |
658
| – | – | 0.2% | 110 |
|
|
2024
Q1 | $345K | Buy |
658
+1
| +0.2% | +$524 | 0.18% | 115 |
|
|
2023
Q4 | $318K | Buy |
657
+11
| +2% | +$5.33K | 0.18% | 114 |
|
|
2023
Q3 | $268K | Buy |
646
+9
| +1% | +$3.74K | 0.19% | 109 |
|
|
2023
Q2 | $282K | Hold |
637
| – | – | 0.19% | 114 |
|
|
2023
Q1 | $245K | Buy |
637
+1
| +0.2% | +$385 | 0.19% | 116 |
|
|
2022
Q4 | $203K | Buy |
+636
| New | +$203K | 0.16% | 117 |
|