Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.5M | Buy |
53,744
+5,131
| +11% | +$3.01M | 11.7% | 2 |
|
|
2024
Q2 | $28M | Buy |
48,613
+9,755
| +25% | +$5.62M | 12.22% | 1 |
|
|
2024
Q1 | $20.4M | Buy |
38,858
+3,071
| +9% | +$1.61M | 10.84% | 3 |
|
|
2023
Q4 | $17.3M | Buy |
35,787
+2,638
| +8% | +$1.28M | 10.33% | 3 |
|
|
2023
Q3 | $13.8M | Buy |
33,149
+7,454
| +29% | +$3.09M | 9.16% | 3 |
|
|
2023
Q2 | $11.4M | Buy |
25,695
+325
| +1% | +$144K | 7.65% | 4 |
|
|
2023
Q1 | $9.78M | Buy |
25,370
+1,875
| +8% | +$723K | 7% | 3 |
|
|
2022
Q4 | $7.51M | Sell |
23,495
-4,961
| -17% | -$1.58M | 6.06% | 6 |
|
|
2022
Q3 | $8.75M | Buy |
28,456
+3,792
| +15% | +$1.17M | 8.28% | 4 |
|
|
2022
Q2 | $8.05M | Sell |
24,664
-1,982
| -7% | -$647K | 7.4% | 4 |
|
|
2022
Q1 | $11.1M | Buy |
26,646
+842
| +3% | +$351K | 9.18% | 3 |
|
|
2021
Q4 | $11.8M | Buy |
25,804
+1,739
| +7% | +$797K | 8.47% | 6 |
|
|
2021
Q3 | $9.66M | Buy |
24,065
+1,427
| +6% | +$573K | 7.71% | 7 |
|
|
2021
Q2 | $9.03M | Sell |
22,638
-9,163
| -29% | -$3.65M | 7.72% | 7 |
|
|
2021
Q1 | $11.4M | Buy |
+31,801
| New | +$11.4M | 10.89% | 2 |
|