Monterey Private Wealth’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
Q1 | $213K | Hold |
393
| – | – | 0.06% | 127 |
|
|
2024
Q4 | $244K | Sell |
393
-25
| -6% | -$15.5K | 0.08% | 112 |
|
|
2024
Q3 | $245K | Buy |
+418
| New | +$245K | 0.08% | 108 |
|
|
2022
Q1 | – | Sell |
-569
| Closed | -$261K | – | 132 |
|
|
2021
Q4 | $261K | Hold |
569
| – | – | 0.13% | 92 |
|
|
2021
Q3 | $229K | Buy |
+569
| New | +$229K | 0.13% | 91 |
|