Meridian 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 | $2.07M | Buy |
3,125
+427
| +16% | +$283K | 0.09% | 200 |
|
|
2025
Q1 | $1.46M | Sell |
2,698
-7
| -0.3% | -$3.8K | 0.07% | 217 |
|
|
2024
Q4 | $1.68M | Buy |
2,705
+11
| +0.4% | +$6.84K | 0.08% | 210 |
|
|
2024
Q3 | $1.58M | Buy |
2,694
+1,857
| +222% | +$1.09M | 0.08% | 209 |
|
|
2024
Q2 | $483K | Buy |
+837
| New | +$483K | 0.06% | 177 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$726K | – | 544 |
|
|
2023
Q4 | $726K | Sell |
1,500
-34
| -2% | -$16.5K | 0.05% | 310 |
|
|
2023
Q3 | $637K | Sell |
1,534
-70
| -4% | -$29K | 0.04% | 318 |
|
|
2023
Q2 | $709K | Hold |
1,604
| – | – | 0.06% | 257 |
|
|
2023
Q1 | $618K | Buy |
1,604
+10
| +0.6% | +$3.86K | 0.05% | 287 |
|
|
2022
Q4 | $509K | Sell |
1,594
-24
| -1% | -$7.67K | 0.05% | 302 |
|
|
2022
Q3 | $497K | Sell |
1,618
-1,318
| -45% | -$405K | 0.05% | 280 |
|
|
2022
Q2 | $959K | Buy |
2,936
+2,413
| +461% | +$788K | 0.08% | 252 |
|
|
2022
Q1 | $218K | Sell |
523
-48
| -8% | -$20K | 0.02% | 362 |
|
|
2021
Q4 | $262K | Sell |
571
-13
| -2% | -$5.97K | 0.03% | 341 |
|
|
2021
Q3 | $234K | Buy |
584
+17
| +3% | +$6.81K | 0.03% | 354 |
|
|
2021
Q2 | $226K | Buy |
+567
| New | +$226K | 0.03% | 354 |
|
|
2019
Q3 | – | Sell |
-331
| Closed | -$698 | – | 484 |
|
|
2019
Q2 | $698 | Buy |
+331
| New | +$698 | 0.03% | 325 |
|