MPS Loria Financial Planners’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	$734K	Buy	1,106 +3	+0.3%	+$1.99K	0.22%	31
2025 Q1	$598K	Buy	1,103 +2	+0.2%	+$1.09K	0.18%	35
2024 Q4	$685K	Buy	1,101 +1	+0.1%	+$622	0.2%	31
2024 Q3	$645K	Hold	1,100	–	–	0.19%	34
2024 Q2	$634K	Hold	1,100	–	–	0.2%	33
2024 Q1	$577K	Hold	1,100	–	–	0.19%	35
2023 Q4	$532K	Hold	1,100	–	–	0.19%	38
2023 Q3	$456K	Hold	1,100	–	–	0.18%	40
2023 Q2	$486K	Hold	1,100	–	–	0.18%	39
2023 Q1	$424K	Hold	1,100	–	–	0.17%	43
2022 Q4	$351K	Sell	1,100 -150	-12%	-$47.9K	0.16%	47
2022 Q3	$384K	Hold	1,250	–	–	0.15%	43
2022 Q2	$408K	Hold	1,250	–	–	0.18%	44
2022 Q1	$520K	Hold	1,250	–	–	0.22%	40
2021 Q4	$572K	Hold	1,250	–	–	0.23%	38
2021 Q3	$501K	Hold	1,250	–	–	0.23%	37
2021 Q2	$498K	Hold	1,250	–	–	0.23%	37
2021 Q1	$448K	Hold	1,250	–	–	0.21%	40
2020 Q4	$435K	Hold	1,250	–	–	0.2%	42
2020 Q3	$389K	Hold	1,250	–	–	0.2%	40
2020 Q2	$348K	Hold	1,250	–	–	0.19%	41
2020 Q1	$264K	Hold	1,250	–	–	0.2%	49
2019 Q4	$306K	Hold	1,250	–	–	0.18%	51
2019 Q3	$269K	Hold	1,250	–	–	0.17%	54
2019 Q2	$263K	Hold	1,250	–	–	0.17%	53
2019 Q1	$251K	Hold	1,250	–	–	0.17%	56
2018 Q4	$208K	Sell	1,250 -85	-6%	-$14.1K	0.15%	68
2018 Q3	$270K	Buy	1,335 +85	+7%	+$17.2K	0.17%	58
2018 Q2	$227K	Hold	1,250	–	–	0.23%	59
2018 Q1	$214K	Hold	1,250	–	–	0.15%	68
2017 Q4	$206K	Buy	+1,250	New	+$206K	0.14%	75
2017 Q3	–	Sell	-1,250	Closed	-$186K	–	326
2017 Q2	$186K	Buy	+1,250	New	+$186K	0.12%	73