Mather Group’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.89M	Sell	56,040 -1,488	-3%	-$137K	0.05%	135
2025 Q4	$5.42M	Sell	57,528 -1,136	-2%	-$108K	0.06%	113
2025 Q3	$5.48M	Buy	58,664 +728	+1%	+$63.6K	0.06%	118
2025 Q2	$4.8M	Buy	57,936 +208	+0.4%	+$15.1K	0.05%	119
2025 Q1	$3.91M	Sell	57,728 -1,560	-3%	-$118K	0.05%	130
2024 Q4	$4.61M	Sell	59,288 -4,512	-7%	-$347K	0.06%	115
2024 Q3	$4.68M	Sell	63,800 -19,216	-23%	-$1.37M	0.06%	113
2024 Q2	$5.44M	Buy	83,016 +15,624	+23%	+$1.04M	0.07%	117
2024 Q1	$4.08M	Sell	67,392 -88	-0.1%	-$5.58K	0.06%	107
2023 Q4	$4.08M	Buy	67,480 +8,832	+15%	+$492K	0.06%	109
2023 Q3	$3.04M	Buy	58,648 +22,416	+62%	+$1.22M	0.05%	120
2023 Q2	$2M	Buy	36,232 +11,928	+49%	+$599K	0.03%	164
2023 Q1	$1.17M	Buy	24,304 +864	+4%	+$38.2K	0.02%	197
2022 Q4	$936K	Sell	23,440 -3,616	-13%	-$148K	0.02%	218
2022 Q3	$1.04M	Sell	27,056 -1,360	-5%	-$59.8K	0.02%	193
2022 Q2	$1.16M	Sell	28,416 -5,384	-16%	-$243K	0.03%	166
2022 Q1	$1.76M	Buy	+33,800	New	+$1.73M	0.03%	122
2020 Q4	–	Sell	-5,704	Closed	-$222K	–	273
2020 Q3	$222K	Buy	+5,704	New	+$215K	0.01%	219