Mount Yale 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
$704K Sell
1,061
-23
-2% -$15.3K 0.05% 273
2025
Q1
$588K Sell
1,084
-3
-0.3% -$1.63K 0.05% 295
2024
Q4
$676K Buy
1,087
+60
+6% +$37.3K 0.05% 286
2024
Q3
$602K Buy
+1,027
New +$602K 0.06% 302