Monumental Financial Group’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
2024 Q3	$31.5M	Buy	429,952 +41,048	+11%	+$2.92M	11.7%	2
2024 Q2	$28M	Buy	388,904 +78,040	+25%	+$5.19M	12.22%	1
2024 Q1	$20.4M	Buy	310,864 +24,568	+9%	+$1.56M	10.84%	3
2023 Q4	$17.3M	Buy	286,296 +21,104	+8%	+$1.18M	10.33%	3
2023 Q3	$13.8M	Buy	265,192 +59,632	+29%	+$3.24M	9.16%	3
2023 Q2	$11.4M	Buy	205,560 +2,600	+1%	+$131K	7.65%	4
2023 Q1	$9.78M	Buy	202,960 +15,000	+8%	+$663K	7%	3
2022 Q4	$7.5M	Sell	187,960 -39,688	-17%	-$1.62M	6.06%	6
2022 Q3	$8.75M	Buy	227,648 +30,336	+15%	+$1.33M	8.28%	4
2022 Q2	$8.05M	Sell	197,312 -15,856	-7%	-$714K	7.4%	4
2022 Q1	$11.1M	Buy	213,168 +6,736	+3%	+$346K	9.18%	3
2021 Q4	$11.8M	Buy	206,432 +13,912	+7%	+$764K	8.47%	6
2021 Q3	$9.66M	Buy	192,520 +11,416	+6%	+$592K	7.71%	7
2021 Q2	$9.03M	Sell	181,104 -73,304	-29%	-$3.46M	7.72%	7
2021 Q1	$11.4M	Buy	+254,408	New	+$11.4M	10.89%	2