Madison Wealth Partners’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 | $1.25M | Sell |
1,884
-1
| -0.1% | -$663 | 0.27% | 46 |
|
|
2025
Q1 | $1.02M | Sell |
1,885
-112
| -6% | -$60.7K | 0.25% | 48 |
|
|
2024
Q4 | $1.24M | Sell |
1,997
-143
| -7% | -$88.9K | 0.35% | 38 |
|
|
2024
Q3 | $1.26M | Buy |
2,140
+167
| +8% | +$97.9K | 0.37% | 36 |
|
|
2024
Q2 | $1.14M | Hold |
1,973
| – | – | 0.39% | 34 |
|
|
2024
Q1 | $1.03M | Sell |
1,973
-282
| -13% | -$148K | 0.37% | 32 |
|
|
2023
Q4 | $1.09M | Buy |
2,255
+7
| +0.3% | +$3.39K | 0.43% | 32 |
|
|
2023
Q3 | $933K | Sell |
2,248
-2
| -0.1% | -$830 | 0.47% | 27 |
|
|
2023
Q2 | $995K | Hold |
2,250
| – | – | 0.47% | 25 |
|
|
2023
Q1 | $867K | Hold |
2,250
| – | – | 0.44% | 26 |
|
|
2022
Q4 | $719K | Sell |
2,250
-476
| -17% | -$152K | 0.42% | 28 |
|
|
2022
Q3 | $838K | Hold |
2,726
| – | – | 0.55% | 22 |
|
|
2022
Q2 | $890K | Buy |
2,726
+476
| +21% | +$155K | 0.57% | 22 |
|
|
2022
Q1 | $937K | Hold |
2,250
| – | – | 0.52% | 23 |
|
|
2021
Q4 | $1.03M | Hold |
2,250
| – | – | 0.52% | 20 |
|
|
2021
Q3 | $903K | Hold |
2,250
| – | – | 0.51% | 22 |
|
|
2021
Q2 | $897K | Buy |
2,250
+719
| +47% | +$287K | 0.51% | 22 |
|
|
2021
Q1 | $542K | Hold |
1,531
| – | – | 0.38% | 23 |
|
|
2020
Q4 | $541K | Buy |
+1,531
| New | +$541K | 0.36% | 24 |
|