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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$113K	Sell	1,304 -280	-18%	-$25.8K	0.05%	209
2025 Q4	$149K	Sell	1,584 -2,280	-59%	-$217K	0.06%	192
2025 Q3	$361K	Hold	3,864	–	–	0.16%	124
2025 Q2	$320K	Buy	3,864 +64	+2%	+$4.65K	0.16%	130
2025 Q1	$258K	Sell	3,800 -856	-18%	-$64.5K	0.14%	133
2024 Q4	$362K	Buy	4,656 +8	+0.2%	+$614	0.18%	108
2024 Q3	$341K	Sell	4,648 -616	-12%	-$43.8K	0.17%	109
2024 Q2	$379K	Hold	5,264	–	–	0.2%	110
2024 Q1	$345K	Buy	5,264 +8	+0.2%	+$507	0.18%	115
2023 Q4	$318K	Buy	5,256 +88	+2%	+$4.9K	0.18%	114
2023 Q3	$268K	Buy	5,168 +72	+1%	+$3.92K	0.19%	109
2023 Q2	$282K	Hold	5,096	–	–	0.19%	114
2023 Q1	$245K	Buy	5,096 +8	+0.2%	+$354	0.19%	116
2022 Q4	$203K	Buy	+5,088	New	+$208K	0.16%	117