Oxford Financial 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 | $1.07M | Sell |
1,608
-11
| -0.7% | -$7.3K | 0.06% | 77 |
|
|
2025
Q1 | $878K | Hold |
1,619
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $1.01M | Sell |
1,619
-15
| -0.9% | -$9.33K | 0.07% | 95 |
|
|
2024
Q3 | $958K | Sell |
1,634
-5
| -0.3% | -$2.93K | 0.06% | 93 |
|
|
2024
Q2 | $945K | Sell |
1,639
-51
| -3% | -$29.4K | 0.06% | 95 |
|
|
2024
Q1 | $886K | Buy |
1,690
+354
| +26% | +$186K | 0.06% | 89 |
|
|
2023
Q4 | $647K | Sell |
1,336
-36
| -3% | -$17.4K | 0.05% | 109 |
|
|
2023
Q3 | $569K | Hold |
1,372
| – | – | 0.05% | 111 |
|
|
2023
Q2 | $607K | Sell |
1,372
-202
| -13% | -$89.3K | 0.06% | 120 |
|
|
2023
Q1 | $607K | Sell |
1,574
-486
| -24% | -$187K | 0.07% | 93 |
|
|
2022
Q4 | $658K | Hold |
2,060
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $633K | Sell |
2,060
-1,202
| -37% | -$369K | 0.1% | 84 |
|
|
2022
Q2 | $1.07M | Sell |
3,262
-30
| -0.9% | -$9.8K | 0.16% | 61 |
|
|
2022
Q1 | $1.37M | Sell |
3,292
-1,407
| -30% | -$586K | 0.17% | 56 |
|
|
2021
Q4 | $2.15M | Buy |
4,699
+1,614
| +52% | +$740K | 0.24% | 40 |
|
|
2021
Q3 | $1.24M | Buy |
3,085
+751
| +32% | +$301K | 0.16% | 58 |
|
|
2021
Q2 | $931K | Buy |
2,334
+175
| +8% | +$69.8K | 0.12% | 78 |
|
|
2021
Q1 | $774K | Hold |
2,159
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $764K | Hold |
2,159
| – | – | 0.11% | 78 |
|
|
2020
Q3 | $672K | Buy |
+2,159
| New | +$672K | 0.11% | 82 |
|