Marshall Financial Group (Pennsylvania)’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 | $662K | Buy |
999
+1
| +0.1% | +$663 | 0.2% | 35 |
|
|
2025
Q1 | $541K | Buy |
998
+2
| +0.2% | +$1.08K | 0.17% | 38 |
|
|
2024
Q4 | $620K | Buy |
996
+14
| +1% | +$8.71K | 0.19% | 38 |
|
|
2024
Q3 | $576K | Buy |
982
+2
| +0.2% | +$1.17K | 0.17% | 40 |
|
|
2024
Q2 | $565K | Hold |
980
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $514K | Buy |
980
+2
| +0.2% | +$1.05K | 0.17% | 41 |
|
|
2023
Q4 | $473K | Buy |
978
+4
| +0.4% | +$1.94K | 0.17% | 41 |
|
|
2023
Q3 | $404K | Buy |
974
+1
| +0.1% | +$415 | 0.16% | 39 |
|
|
2023
Q2 | $430K | Hold |
973
| – | – | 0.16% | 38 |
|
|
2023
Q1 | $375K | Buy |
973
+2
| +0.2% | +$771 | 0.15% | 41 |
|
|
2022
Q4 | $310K | Buy |
971
+5
| +0.5% | +$1.6K | 0.13% | 44 |
|
|
2022
Q3 | $297K | Sell |
966
-171
| -15% | -$52.6K | 0.14% | 46 |
|
|
2022
Q2 | $371K | Buy |
1,137
+2
| +0.2% | +$653 | 0.17% | 41 |
|
|
2022
Q1 | $473K | Buy |
1,135
+2
| +0.2% | +$833 | 0.19% | 40 |
|
|
2021
Q4 | $519K | Buy |
1,133
+2
| +0.2% | +$916 | 0.2% | 40 |
|
|
2021
Q3 | $454K | Hold |
1,131
| – | – | 0.19% | 41 |
|
|
2021
Q2 | $451K | Hold |
1,131
| – | – | 0.19% | 39 |
|
|
2021
Q1 | $405K | Hold |
1,131
| – | – | 0.18% | 40 |
|
|
2020
Q4 | $400K | Hold |
1,131
| – | – | 0.2% | 40 |
|
|
2020
Q3 | $352K | Hold |
1,131
| – | – | 0.21% | 39 |
|
|
2020
Q2 | $315K | Hold |
1,131
| – | – | 0.21% | 39 |
|
|
2020
Q1 | $240K | Hold |
1,131
| – | – | 0.19% | 42 |
|
|
2019
Q4 | $277K | Hold |
1,131
| – | – | 0.19% | 46 |
|
|
2019
Q3 | $244K | Hold |
1,131
| – | – | 0.19% | 45 |
|
|
2019
Q2 | $239K | Hold |
1,131
| – | – | 0.18% | 46 |
|
|
2019
Q1 | $227K | Buy |
+1,131
| New | +$227K | 0.19% | 45 |
|