Paragon Private Wealth Management’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
$681K Sell
1,027
-7
-0.7% -$4.64K 0.27% 104
2025
Q1
$561K Sell
1,034
-45
-4% -$24.4K 0.26% 106
2024
Q4
$671K Buy
1,079
+144
+15% +$89.5K 0.31% 92
2024
Q3
$548K Buy
935
+478
+105% +$280K 0.27% 98
2024
Q2
$264K Buy
457
+4
+0.9% +$2.31K 0.15% 133
2024
Q1
$238K Buy
+453
New +$238K 0.14% 130