PP
PDS Planning’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
1,573
+15
| +1% | +$9.95K | 0.08% | 121 |
|
|
2025
Q1 | $845K | Sell |
1,558
-699
| -31% | -$379K | 0.07% | 126 |
|
|
2024
Q4 | $1.4M | Buy |
2,257
+102
| +5% | +$63.4K | 0.12% | 77 |
|
|
2024
Q3 | $1.26M | Sell |
2,155
-36
| -2% | -$21.1K | 0.11% | 81 |
|
|
2024
Q2 | $1.26M | Buy |
2,191
+688
| +46% | +$397K | 0.13% | 75 |
|
|
2024
Q1 | $788K | Buy |
1,503
+294
| +24% | +$154K | 0.08% | 104 |
|
|
2023
Q4 | $585K | Buy |
1,209
+90
| +8% | +$43.6K | 0.07% | 125 |
|
|
2023
Q3 | $464K | Buy |
1,119
+10
| +0.9% | +$4.15K | 0.06% | 144 |
|
|
2023
Q2 | $490K | Hold |
1,109
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $427K | Buy |
1,109
+1
| +0.1% | +$385 | 0.06% | 138 |
|
|
2022
Q4 | $354K | Hold |
1,108
| – | – | 0.06% | 133 |
|
|
2022
Q3 | $341K | Buy |
1,108
+6
| +0.5% | +$1.85K | 0.06% | 118 |
|
|
2022
Q2 | $360K | Buy |
1,102
+20
| +2% | +$6.53K | 0.07% | 120 |
|
|
2022
Q1 | $451K | Buy |
1,082
+47
| +5% | +$19.6K | 0.08% | 102 |
|
|
2021
Q4 | $474K | Hold |
1,035
| – | – | 0.09% | 97 |
|
|
2021
Q3 | $415K | Hold |
1,035
| – | – | 0.1% | 102 |
|
|
2021
Q2 | $413K | Buy |
1,035
+1
| +0.1% | +$399 | 0.1% | 99 |
|
|
2021
Q1 | $371K | Hold |
1,034
| – | – | 0.11% | 101 |
|
|
2020
Q4 | $366K | Buy |
1,034
+5
| +0.5% | +$1.77K | 0.13% | 91 |
|
|
2020
Q3 | $321K | Buy |
1,029
+98
| +11% | +$30.6K | 0.13% | 90 |
|
|
2020
Q2 | $259K | Sell |
931
-39
| -4% | -$10.9K | 0.12% | 99 |
|
|
2020
Q1 | $206K | Buy |
+970
| New | +$206K | 0.13% | 90 |
|