Planned Solutions’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 | $235K | Buy |
+354
| New | +$235K | 0.09% | 104 |
|
|
2025
Q1 | – | Sell |
-354
| Closed | -$220K | – | 118 |
|
|
2024
Q4 | $220K | Hold |
354
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $208K | Hold |
354
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $204K | Buy |
+354
| New | +$204K | 0.1% | 97 |
|
|
2024
Q1 | – | Sell |
-336
| Closed | -$163K | – | 534 |
|
|
2023
Q4 | $163K | Buy |
+336
| New | +$163K | 0.08% | 113 |
|
|
2022
Q1 | – | Sell |
-609
| Closed | -$279K | – | 79 |
|
|
2021
Q4 | $279K | Buy |
+609
| New | +$279K | 0.19% | 60 |
|
|
2021
Q1 | – | Sell |
-273
| Closed | -$97K | – | 393 |
|
|
2020
Q4 | $97K | Hold |
273
| – | – | 0.08% | 104 |
|
|
2020
Q3 | $85K | Buy |
+273
| New | +$85K | 0.08% | 93 |
|