Long Island 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
$1.42M Sell
2,144
-243
-10% -$161K 0.74% 28
2025
Q1
$1.29M Sell
2,387
-210
-8% -$114K 0.79% 30
2024
Q4
$1.61M Sell
2,597
-629
-19% -$391K 1.01% 24
2024
Q3
$1.89M Sell
3,226
-4,685
-59% -$2.75M 1.24% 23
2024
Q2
$4.56M Sell
7,911
-101
-1% -$58.2K 3.22% 7
2024
Q1
$4.2M Sell
8,012
-244
-3% -$128K 2.97% 8
2023
Q4
$4M Buy
+8,256
New +$4M 2.85% 7