McKinley Carter Wealth Services’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 | $1.05M | Buy |
1,578
+26
| +2% | +$17.2K | 0.06% | 162 |
|
2025
Q1 | $842K | Buy |
1,552
+3
| +0.2% | +$1.63K | 0.05% | 169 |
|
2024
Q4 | $963K | Sell |
1,549
-23
| -1% | -$14.3K | 0.06% | 160 |
|
2024
Q3 | $922K | Sell |
1,572
-33
| -2% | -$19.4K | 0.06% | 167 |
|
2024
Q2 | $925K | Hold |
1,605
| – | – | 0.06% | 162 |
|
2024
Q1 | $841K | Buy |
1,605
+173
| +12% | +$90.7K | 0.06% | 166 |
|
2023
Q4 | $693K | Buy |
1,432
+125
| +10% | +$60.5K | 0.05% | 171 |
|
2023
Q3 | $542K | Buy |
1,307
+1
| +0.1% | +$415 | 0.04% | 195 |
|
2023
Q2 | $578K | Hold |
1,306
| – | – | 0.04% | 193 |
|
2023
Q1 | $504K | Sell |
1,306
-14
| -1% | -$5.4K | 0.04% | 203 |
|
2022
Q4 | $422K | Sell |
1,320
-55
| -4% | -$17.6K | 0.04% | 218 |
|
2022
Q3 | $423K | Buy |
1,375
+584
| +74% | +$180K | 0.04% | 199 |
|
2022
Q2 | $258K | Sell |
791
-73
| -8% | -$23.8K | 0.02% | 258 |
|
2022
Q1 | $360K | Hold |
864
| – | – | 0.03% | 226 |
|
2021
Q4 | $396K | Buy |
864
+183
| +27% | +$83.9K | 0.03% | 214 |
|
2021
Q3 | $273K | Buy |
681
+155
| +29% | +$62.1K | 0.02% | 249 |
|
2021
Q2 | $210K | Sell |
526
-53
| -9% | -$21.2K | 0.02% | 274 |
|
2021
Q1 | $208K | Sell |
579
-326
| -36% | -$117K | 0.02% | 279 |
|
2020
Q4 | $321K | Buy |
+905
| New | +$321K | 0.04% | 205 |
|
2020
Q1 | – | Sell |
-118
| Closed | -$29K | – | 180 |
|
2019
Q4 | $29K | Buy |
+118
| New | +$29K | 0.01% | 181 |
|
2018
Q2 | – | Sell |
-274
| Closed | -$47K | – | 372 |
|
2018
Q1 | $47K | Buy |
+274
| New | +$47K | 0.02% | 265 |
|