Panoramic Investment Advisors’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
$2.01M Sell
3,033
-41
-1% -$27.2K 1.24% 25
2025
Q1
$1.67M Buy
3,074
+52
+2% +$28.2K 1.13% 30
2024
Q4
$1.88M Buy
3,022
+34
+1% +$21.1K 1.22% 26
2024
Q3
$1.75M Buy
+2,988
New +$1.75M 1.21% 26
2024
Q1
$1.51M Buy
2,883
+176
+7% +$92.3K 1.11% 27
2023
Q4
$1.31M Sell
2,707
-104
-4% -$50.3K 1.13% 29
2023
Q3
$1.17M Buy
+2,811
New +$1.17M 1.07% 28
2022
Q4
$869K Buy
+2,722
New +$869K 0.89% 35