Octavia Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Buy |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $301K | Buy |
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