Lokken Investment Group’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 | $300K | Hold |
453
| – | – | 0.12% | 105 |
|
|
2025
Q1 | $246K | Sell |
453
-22
| -5% | -$11.9K | 0.1% | 116 |
|
|
2024
Q4 | $295K | Sell |
475
-67
| -12% | -$41.7K | 0.13% | 102 |
|
|
2024
Q3 | $318K | Buy |
542
+24
| +5% | +$14.1K | 0.13% | 107 |
|
|
2024
Q2 | $299K | Hold |
518
| – | – | 0.14% | 107 |
|
|
2024
Q1 | $272K | Hold |
518
| – | – | 0.14% | 113 |
|
|
2023
Q4 | $251K | Hold |
518
| – | – | 0.14% | 110 |
|
|
2023
Q3 | $215K | Hold |
518
| – | – | 0.14% | 118 |
|
|
2023
Q2 | $229K | Buy |
+518
| New | +$229K | 0.15% | 112 |
|
|
2023
Q1 | – | Sell |
-638
| Closed | -$204K | – | 138 |
|
|
2022
Q4 | $204K | Buy |
+638
| New | +$204K | 0.16% | 111 |
|
|
2022
Q3 | – | Sell |
-638
| Closed | -$208K | – | 119 |
|
|
2022
Q2 | $208K | Hold |
638
| – | – | 0.17% | 108 |
|
|
2022
Q1 | $234K | Sell |
638
-63
| -9% | -$23.1K | 0.19% | 110 |
|
|
2021
Q4 | $321K | Hold |
701
| – | – | 0.23% | 96 |
|
|
2021
Q3 | $281K | Buy |
701
+13
| +2% | +$5.21K | 0.22% | 95 |
|
|
2021
Q2 | $274K | Buy |
+688
| New | +$274K | 0.22% | 94 |
|