New Insight Wealth 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 | $9.78M | Sell |
14,738
-320
| -2% | -$212K | 4.02% | 7 |
|
|
2025
Q1 | $8.17M | Buy |
15,058
+2,007
| +15% | +$1.09M | 3.71% | 7 |
|
|
2024
Q4 | $8.12M | Buy |
13,051
+652
| +5% | +$405K | 4.06% | 8 |
|
|
2024
Q3 | $7.27M | Buy |
12,399
+982
| +9% | +$576K | 3.83% | 8 |
|
|
2024
Q2 | $6.58M | Buy |
11,417
+683
| +6% | +$394K | 3.88% | 9 |
|
|
2024
Q1 | $5.63M | Buy |
10,734
+670
| +7% | +$351K | 3.51% | 9 |
|
|
2023
Q4 | $4.87M | Buy |
+10,064
| New | +$4.87M | 3.28% | 9 |
|