Perfromance Wealth Partners’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 | $882K | Buy |
1,330
+133
| +11% | +$88.2K | 0.03% | 75 |
|
|
2025
Q1 | $649K | Buy |
1,197
+127
| +12% | +$68.9K | 0.02% | 79 |
|
|
2024
Q4 | $665K | Buy |
1,070
+8
| +0.8% | +$4.97K | 0.02% | 83 |
|
|
2024
Q3 | $623K | Buy |
1,062
+47
| +5% | +$27.6K | 0.02% | 88 |
|
|
2024
Q2 | $585K | Sell |
1,015
-28
| -3% | -$16.1K | 0.02% | 80 |
|
|
2024
Q1 | $547K | Buy |
1,043
+11
| +1% | +$5.77K | 0.02% | 91 |
|
|
2023
Q4 | $499K | Hold |
1,032
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $428K | Sell |
1,032
-40
| -4% | -$16.6K | 0.02% | 115 |
|
|
2023
Q2 | $470K | Hold |
1,072
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $413K | Sell |
1,072
-277
| -21% | -$107K | 0.02% | 122 |
|
|
2022
Q4 | $431K | Buy |
1,349
+104
| +8% | +$33.2K | 0.03% | 110 |
|
|
2022
Q3 | $383K | Buy |
1,245
+386
| +45% | +$119K | 0.02% | 113 |
|
|
2022
Q2 | $281K | Hold |
859
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $358K | Hold |
859
| – | – | 0.02% | 126 |
|
|
2021
Q4 | $394K | Buy |
+859
| New | +$394K | 0.02% | 130 |
|