Optivise Advisory Services’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	$293K	Buy	442 +18	+4%	+$11.9K	0.15%	139
2025 Q1	$230K	Sell	424 -20	-5%	-$10.9K	0.13%	166
2024 Q4	$276K	Buy	444 +11	+3%	+$6.84K	0.15%	136
2024 Q3	$254K	Buy	433 +12	+3%	+$7.05K	0.13%	141
2024 Q2	$243K	Buy	+421	New	+$243K	0.13%	148