Madison 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
2023
Q3
$3.14M Sell
7,564
-167
-2% -$69.3K 0.66% 48
2023
Q2
$3.42M Hold
7,731
0.69% 46
2023
Q1
$2.98M Sell
7,731
-270
-3% -$104K 0.64% 50
2022
Q4
$2.56M Sell
8,001
-74
-0.9% -$23.6K 0.58% 56
2022
Q3
$2.48M Sell
8,075
-501
-6% -$154K 0.61% 50
2022
Q2
$2.8M Sell
8,576
-130
-1% -$42.4K 0.68% 46
2022
Q1
$3.63M Hold
8,706
0.76% 39
2021
Q4
$3.99M Sell
8,706
-66
-0.8% -$30.2K 0.8% 35
2021
Q3
$3.52M Hold
8,772
0.77% 35
2021
Q2
$3.5M Sell
8,772
-95
-1% -$37.9K 0.77% 34
2021
Q1
$3.18M Sell
8,867
-22
-0.2% -$7.89K 0.78% 36
2020
Q4
$3.15M Sell
8,889
-95
-1% -$33.6K 0.83% 35
2020
Q3
$2.8M Sell
8,984
-227
-2% -$70.7K 0.84% 34
2020
Q2
$2.57M Sell
9,211
-320
-3% -$89.2K 0.84% 35
2020
Q1
$2.02M Sell
9,531
-542
-5% -$115K 0.81% 34
2019
Q4
$2.47M Buy
+10,073
New +$2.47M 0.71% 35