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Palo Alto Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Palo Alto Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Hold
377
– – 0.09% 49
2025
Q1 		$231K Hold
377
– – 0.09% 49
2024
Q4 		$234K Hold
377
– – 0.08% 48
2024
Q3 		$229K Buy
+377
New +$229K 0.09% 48