Plante Moran Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Hold |
12,112
| – | – | 0.07% | 43 |
|
|
2025
Q4 | $1.14M | Sell |
12,112
-992
| -8% | -$94.3K | 0.07% | 42 |
|
|
2025
Q3 | $1.22M | Sell |
13,104
-48
| -0.4% | -$4.19K | 0.08% | 39 |
|
|
2025
Q2 | $1.09M | Sell |
13,152
-16
| -0.1% | -$1.16K | 0.08% | 45 |
|
|
2025
Q1 | $893K | Buy |
13,168
+72
| +0.5% | +$5.42K | 0.08% | 46 |
|
|
2024
Q4 | $1.02M | Buy |
13,096
+5,288
| +68% | +$406K | 0.08% | 44 |
|
|
2024
Q3 | $572K | Sell |
7,808
-24
| -0.3% | -$1.71K | 0.05% | 76 |
|
|
2024
Q2 | $564K | Buy |
7,832
+2,824
| +56% | +$188K | 0.06% | 76 |
|
|
2024
Q1 | $328K | Sell |
5,008
-216
| -4% | -$13.7K | 0.04% | 115 |
|
|
2023
Q4 | $316K | Buy |
5,224
+3,000
| +135% | +$167K | 0.03% | 119 |
|
|
2023
Q3 | $115K | Sell |
2,224
-1,064
| -32% | -$57.9K | 0.01% | 213 |
|
|
2023
Q2 | $182K | Sell |
3,288
-1,264
| -28% | -$63.5K | 0.02% | 168 |
|
|
2023
Q1 | $219K | Sell |
4,552
-1,760
| -28% | -$77.8K | 0.03% | 138 |
|
|
2022
Q4 | $252K | Buy |
6,312
+320
| +5% | +$13.1K | 0.04% | 132 |
|
|
2022
Q3 | $230K | Hold |
5,992
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $244K | Sell |
5,992
-3,016
| -33% | -$136K | 0.04% | 129 |
|
|
2022
Q1 | $469K | Buy |
9,008
+2,104
| +30% | +$108K | 0.09% | 88 |
|
|
2021
Q4 | $396K | Buy |
6,904
+1,384
| +25% | +$76K | 0.06% | 108 |
|
|
2021
Q3 | $277K | Buy |
5,520
+2,360
| +75% | +$122K | 0.06% | 147 |
|
|
2021
Q2 | $158K | Sell |
3,160
-1,344
| -30% | -$63.4K | 0.04% | 205 |
|
|
2021
Q1 | $202K | Sell |
4,504
-13,056
| -74% | -$587K | 0.06% | 170 |
|
|
2020
Q4 | $776K | Sell |
17,560
-9,992
| -36% | -$411K | 0.24% | 55 |
|
|
2020
Q3 | $1.07M | Hold |
27,552
| – | – | 0.38% | 36 |
|
|
2020
Q2 | $960K | Buy |
27,552
+1,104
| +4% | +$34.4K | 0.38% | 39 |
|
|
2020
Q1 | $701K | Buy |
26,448
+504
| +2% | +$15.3K | 0.32% | 45 |
|
|
2019
Q4 | $794K | Buy |
25,944
+432
| +2% | +$12.4K | 0.28% | 51 |
|
|
2019
Q3 | $687K | Sell |
25,512
-400
| -2% | -$10.8K | 0.2% | 68 |
|
|
2019
Q2 | $683K | Hold |
25,912
| – | – | 0.21% | 63 |
|
|
2019
Q1 | $650K | Sell |
25,912
-1,080
| -4% | -$25.1K | 0.2% | 64 |
|
|
2018
Q4 | $563K | Buy |
26,992
+1,600
| +6% | +$36.3K | 0.2% | 66 |
|
|
2018
Q3 | $643K | Hold |
25,392
| – | – | 0.21% | 63 |
|
|
2018
Q2 | $576K | Buy |
25,392
+22,000
| +649% | +$494K | 0.29% | 67 |
|
|
2018
Q1 | $73K | Hold |
3,392
| – | – | 0.04% | 281 |
|
|
2017
Q4 | $70K | Hold |
3,392
| – | – | 0.04% | 282 |
|
|
2017
Q3 | $64K | Hold |
3,392
| – | – | 0.04% | 261 |
|
|
2017
Q2 | $60K | Buy |
3,392
+680
| +25% | +$12K | 0.04% | 274 |
|
|
2017
Q1 | $46K | Sell |
2,712
-224
| -8% | -$3.66K | 0.03% | 336 |
|
|
2016
Q4 | $45K | Buy |
2,936
+152
| +5% | +$2.29K | 0.03% | 353 |
|
|
2016
Q3 | $42K | Buy |
2,784
+72
| +3% | +$1.04K | 0.03% | 359 |
|
|
2016
Q2 | $36K | Hold |
2,712
| – | – | 0.03% | 342 |
|
|
2016
Q1 | $37K | Sell |
2,712
-480
| -15% | -$6.12K | 0.03% | 304 |
|
|
2015
Q4 | $43K | Buy |
+3,192
| New | +$43.6K | 0.03% | 308 |
|
|
2014
Q4 | – | Sell |
-936
| Closed | -$12K | – | 861 |
|
|
2014
Q3 | $12K | Hold |
936
| – | – | 0.01% | 502 |
|
|
2014
Q2 | $11K | Buy |
+936
| New | +$10.8K | 0.01% | 514 |
|
Other funds holding VGT
PCH
