Moneta Group Investment 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 | $8.65M | Buy |
13,037
+667
| +5% | +$442K | 0.1% | 104 |
|
|
2025
Q1 | $6.71M | Sell |
12,370
-650
| -5% | -$353K | 0.09% | 112 |
|
|
2024
Q4 | $8.1M | Buy |
13,020
+1,681
| +15% | +$1.05M | 0.11% | 107 |
|
|
2024
Q3 | $6.65M | Buy |
11,339
+1,401
| +14% | +$822K | 0.1% | 112 |
|
|
2024
Q2 | $5.73M | Buy |
9,938
+181
| +2% | +$104K | 0.09% | 113 |
|
|
2024
Q1 | $5.12M | Buy |
9,757
+1,464
| +18% | +$768K | 0.08% | 122 |
|
|
2023
Q4 | $4.01M | Buy |
8,293
+930
| +13% | +$450K | 0.08% | 129 |
|
|
2023
Q3 | $3.06M | Buy |
7,363
+1,173
| +19% | +$487K | 0.07% | 135 |
|
|
2023
Q2 | $2.74M | Sell |
6,190
-37
| -0.6% | -$16.4K | 0.06% | 147 |
|
|
2023
Q1 | $2.4M | Buy |
6,227
+1,753
| +39% | +$676K | 0.06% | 147 |
|
|
2022
Q4 | $1.57M | Sell |
4,474
-3,158
| -41% | -$1.11M | 0.04% | 170 |
|
|
2022
Q3 | $2.35M | Buy |
7,632
+2,594
| +51% | +$797K | 0.09% | 126 |
|
|
2022
Q2 | $1.65M | Buy |
5,038
+682
| +16% | +$223K | 0.06% | 156 |
|
|
2022
Q1 | $1.81M | Sell |
4,356
-367
| -8% | -$153K | 0.07% | 143 |
|
|
2021
Q4 | $2.16M | Sell |
4,723
-2
| -0% | -$916 | 0.09% | 131 |
|
|
2021
Q3 | $1.9M | Buy |
4,725
+301
| +7% | +$121K | 0.09% | 132 |
|
|
2021
Q2 | $1.76M | Buy |
4,424
+932
| +27% | +$372K | 0.08% | 145 |
|
|
2021
Q1 | $1.25M | Buy |
3,492
+2,850
| +444% | +$1.02M | 0.07% | 155 |
|
|
2020
Q4 | $227K | Buy |
+642
| New | +$227K | 0.02% | 289 |
|
|
2018
Q4 | – | Sell |
-1,016
| Closed | -$206K | – | 247 |
|
|
2018
Q3 | $206K | Sell |
1,016
-185
| -15% | -$37.5K | 0.02% | 219 |
|
|
2018
Q2 | $218K | Buy |
+1,201
| New | +$218K | 0.02% | 238 |
|