Marcum Wealth’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
Q1 | $607K | Sell |
1,120
-74
| -6% | -$40.1K | 0.05% | 168 |
|
|
2024
Q4 | $742K | Sell |
1,194
-100
| -8% | -$62.2K | 0.06% | 146 |
|
|
2024
Q3 | $759K | Sell |
1,294
-44
| -3% | -$25.8K | 0.07% | 141 |
|
|
2024
Q2 | $771K | Buy |
1,338
+59
| +5% | +$34K | 0.08% | 131 |
|
|
2024
Q1 | $671K | Hold |
1,279
| – | – | 0.07% | 146 |
|
|
2023
Q4 | $619K | Hold |
1,279
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $531K | Buy |
1,279
+10
| +0.8% | +$4.15K | 0.06% | 162 |
|
|
2023
Q2 | $561K | Buy |
1,269
+40
| +3% | +$17.7K | 0.07% | 154 |
|
|
2023
Q1 | $474K | Sell |
1,229
-7
| -0.6% | -$2.7K | 0.06% | 185 |
|
|
2022
Q4 | $395K | Buy |
1,236
+535
| +76% | +$171K | 0.05% | 199 |
|
|
2022
Q3 | $215K | Buy |
+701
| New | +$215K | 0.03% | 293 |
|