Montis Financial’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
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|
2025
Q2 | $744K | Hold |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $561K | Hold |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $914K | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $907K | Hold |
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|
2022
Q2 | $964K | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $971K | Hold |
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|
2020
Q4 | $949K | Buy |
|