Meridian Wealth Partners’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 | $210K | Buy |
+317
| New | +$210K | 0.03% | 109 |
|
2024
Q3 | – | Sell |
-369
| Closed | -$213K | – | 115 |
|
2024
Q2 | $213K | Buy |
+369
| New | +$213K | 0.04% | 102 |
|
2021
Q2 | – | Sell |
-390
| Closed | -$140K | – | 1212 |
|
2021
Q1 | $140K | Hold |
390
| – | – | 0.04% | 86 |
|
2020
Q4 | $138K | Hold |
390
| – | – | 0.06% | 79 |
|
2020
Q3 | $121K | Buy |
390
+1
| +0.3% | +$310 | 0.06% | 81 |
|
2020
Q2 | $109K | Hold |
389
| – | – | 0.06% | 83 |
|
2020
Q1 | $83K | Hold |
389
| – | – | 0.05% | 96 |
|
2019
Q4 | $95K | Buy |
+389
| New | +$95K | 0.06% | 93 |
|