Market Street Wealth Management Advisors’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
$1.06M Sell
1,604
-123
-7% -$81.6K 0.17% 53
2025
Q1
$937K Hold
1,727
0.16% 53
2024
Q4
$1.07M Hold
1,727
0.18% 50
2024
Q3
$1.01M Hold
1,727
0.17% 49
2024
Q2
$996K Hold
1,727
0.17% 50
2024
Q1
$906K Sell
1,727
-20
-1% -$10.5K 0.16% 54
2023
Q4
$846K Sell
1,747
-581
-25% -$281K 0.18% 58
2023
Q3
$966K Sell
2,328
-960
-29% -$398K 0.25% 50
2023
Q2
$1.45M Sell
3,288
-4
-0.1% -$1.77K 0.37% 40
2023
Q1
$1.27M Buy
3,292
+12
+0.4% +$4.63K 0.33% 43
2022
Q4
$1.05M Buy
+3,280
New +$1.05M 0.3% 59
2022
Q2
Sell
-1,590
Closed -$662K 93
2022
Q1
$662K Buy
+1,590
New +$662K 0.23% 54