McClarren Financial 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
$970K Sell
1,462
-1,756
-55% -$1.16M 0.63% 30
2025
Q1
$805K Buy
3,218
+1,743
+118% +$436K 0.53% 34
2024
Q4
$917K Sell
1,475
-1,321
-47% -$821K 2.57% 5
2024
Q3
$305 Sell
2,796
-4,123
-60% -$450 0.04% 63
2024
Q2
$854K Buy
6,919
+5,887
+570% +$727K 0.6% 29
2024
Q1
$541K Sell
1,032
-33
-3% -$17.3K 0.39% 42
2023
Q4
$515K Buy
1,065
+48
+5% +$23.2K 0.39% 42
2023
Q3
$422K Buy
1,017
+18
+2% +$7.47K 0.37% 43
2023
Q2
$441K Buy
999
+25
+3% +$11K 0.36% 47
2023
Q1
$371K Buy
974
+78
+9% +$29.7K 0.34% 49
2022
Q4
$286K Buy
896
+300
+50% +$95.8K 0.27% 55
2022
Q3
$183K Buy
+596
New +$183K 0.18% 65
2022
Q2
Sell
-438
Closed -$182K 269
2022
Q1
$182K Buy
438
+24
+6% +$9.97K 0.13% 63
2021
Q4
$190K Buy
414
+136
+49% +$62.4K 0.13% 64
2021
Q3
$111K Hold
278
0.09% 75
2021
Q2
$110K Hold
278
0.09% 74
2021
Q1
$100K Buy
278
+1
+0.4% +$360 0.09% 77
2020
Q4
$98K Buy
+277
New +$98K 0.09% 75