National Wealth Management 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
2025
Q1
$2.21M Buy
4,083
+17
+0.4% +$9.22K 1.46% 17
2024
Q4
$2.53M Buy
4,066
+114
+3% +$70.9K 1.68% 17
2024
Q3
$2.32M Sell
3,952
-73
-2% -$42.8K 1.57% 17
2024
Q2
$2.32M Sell
4,025
-43
-1% -$24.8K 1.77% 14
2024
Q1
$2.13M Buy
4,068
+41
+1% +$21.5K 1.66% 19
2023
Q4
$1.95M Buy
4,027
+28
+0.7% +$13.6K 1.89% 14
2023
Q3
$1.66M Buy
3,999
+4
+0.1% +$1.66K 1.8% 16
2023
Q2
$1.7M Hold
3,995
1.77% 16
2023
Q1
$1.54M Buy
3,995
+29
+0.7% +$11.2K 1.76% 13
2022
Q4
$1.27M Buy
3,966
+13
+0.3% +$4.15K 1.52% 15
2022
Q3
$1.21M Buy
3,953
+40
+1% +$12.3K 1.58% 17
2022
Q2
$1.28M Sell
3,913
-292
-7% -$95.3K 1.61% 15
2022
Q1
$1.75M Buy
4,205
+159
+4% +$66.2K 1.69% 15
2021
Q4
$1.85M Buy
+4,046
New +$1.85M 1.74% 13