MBE Wealth Management’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 | $381K | Sell |
574
-2
| -0.3% | -$1.33K | 0.17% | 76 |
|
2025
Q1 | $312K | Buy |
576
+31
| +6% | +$16.8K | 0.15% | 83 |
|
2024
Q4 | $339K | Sell |
545
-5
| -0.9% | -$3.11K | 0.19% | 64 |
|
2024
Q3 | $322K | Sell |
550
-2
| -0.4% | -$1.17K | 0.18% | 68 |
|
2024
Q2 | $318K | Buy |
552
+10
| +2% | +$5.77K | 0.19% | 65 |
|
2024
Q1 | $284K | Sell |
542
-2
| -0.4% | -$1.05K | 0.18% | 67 |
|
2023
Q4 | $263K | Sell |
544
-45
| -8% | -$21.8K | 0.13% | 68 |
|
2023
Q3 | $244K | Hold |
589
| – | – | 0.14% | 62 |
|
2023
Q2 | $260K | Buy |
589
+4
| +0.7% | +$1.77K | 0.14% | 61 |
|
2023
Q1 | $225K | Buy |
+585
| New | +$225K | 0.13% | 65 |
|
2022
Q2 | – | Sell |
-569
| Closed | -$237K | – | 72 |
|
2022
Q1 | $237K | Sell |
569
-21
| -4% | -$8.75K | 0.14% | 61 |
|
2021
Q4 | $270K | Hold |
590
| – | – | 0.14% | 46 |
|
2021
Q3 | $237K | Sell |
590
-7
| -1% | -$2.81K | 0.12% | 48 |
|
2021
Q2 | $238K | Buy |
597
+17
| +3% | +$6.78K | 0.12% | 45 |
|
2021
Q1 | $208K | Sell |
580
-193
| -25% | -$69.2K | 0.11% | 56 |
|
2020
Q4 | $273K | Buy |
+773
| New | +$273K | 0.18% | 42 |
|
2020
Q2 | – | Sell |
-580
| Closed | -$122K | – | 498 |
|
2020
Q1 | $122K | Buy |
+580
| New | +$122K | 0.12% | 61 |
|