Mission 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 | $5.28M | Buy |
7,959
+1,838
| +30% | +$1.22M | 0.11% | 107 |
|
|
2025
Q1 | $3.32M | Buy |
6,121
+696
| +13% | +$377K | 0.08% | 133 |
|
|
2024
Q4 | $3.37M | Buy |
5,425
+773
| +17% | +$481K | 0.08% | 124 |
|
|
2024
Q3 | $2.73M | Sell |
4,652
-615
| -12% | -$361K | 0.07% | 144 |
|
|
2024
Q2 | $3.04M | Buy |
5,267
+19
| +0.4% | +$11K | 0.08% | 129 |
|
|
2024
Q1 | $2.75M | Buy |
5,248
+600
| +13% | +$315K | 0.07% | 142 |
|
|
2023
Q4 | $2.25M | Sell |
4,648
-531
| -10% | -$257K | 0.07% | 133 |
|
|
2023
Q3 | $2.15M | Sell |
5,179
-67
| -1% | -$27.8K | 0.08% | 118 |
|
|
2023
Q2 | $2.32M | Sell |
5,246
-660
| -11% | -$292K | 0.09% | 116 |
|
|
2023
Q1 | $2.28M | Buy |
5,906
+42
| +0.7% | +$16.2K | 0.1% | 115 |
|
|
2022
Q4 | $1.87M | Buy |
5,864
+2,590
| +79% | +$827K | 0.09% | 124 |
|
|
2022
Q3 | $1.01M | Buy |
3,274
+810
| +33% | +$249K | 0.05% | 176 |
|
|
2022
Q2 | $805K | Sell |
2,464
-150
| -6% | -$49K | 0.04% | 215 |
|
|
2022
Q1 | $1.09M | Buy |
2,614
+361
| +16% | +$150K | 0.05% | 180 |
|
|
2021
Q4 | $1.03M | Sell |
2,253
-66
| -3% | -$30.2K | 0.05% | 182 |
|
|
2021
Q3 | $931K | Sell |
2,319
-187
| -7% | -$75.1K | 0.05% | 182 |
|
|
2021
Q2 | $999K | Sell |
2,506
-49
| -2% | -$19.5K | 0.05% | 166 |
|
|
2021
Q1 | $916K | Buy |
2,555
+559
| +28% | +$200K | 0.05% | 156 |
|
|
2020
Q4 | $706K | Buy |
+1,996
| New | +$706K | 0.04% | 179 |
|