Optimist Retirement 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 Q2	$204K	Sell	307 -62	-17%	-$41.1K	0.1%	113
2025 Q1	$200K	Hold	369	–	–	0.1%	116
2024 Q4	$229K	Buy	369 +1	+0.3%	+$621	0.11%	107
2024 Q3	$216K	Hold	368	–	–	0.1%	118
2024 Q2	$212K	Buy	+368	New	+$212K	0.11%	104