Plante Moran Financial Advisors’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 | $1.09M | Sell |
1,644
-2
| -0.1% | -$1.33K | 0.08% | 45 |
|
|
2025
Q1 | $893K | Buy |
1,646
+9
| +0.5% | +$4.88K | 0.08% | 46 |
|
|
2024
Q4 | $1.02M | Buy |
1,637
+661
| +68% | +$411K | 0.08% | 44 |
|
|
2024
Q3 | $572K | Sell |
976
-3
| -0.3% | -$1.76K | 0.05% | 76 |
|
|
2024
Q2 | $564K | Buy |
979
+353
| +56% | +$203K | 0.06% | 76 |
|
|
2024
Q1 | $328K | Sell |
626
-27
| -4% | -$14.1K | 0.04% | 115 |
|
|
2023
Q4 | $316K | Buy |
653
+375
| +135% | +$181K | 0.03% | 119 |
|
|
2023
Q3 | $115K | Sell |
278
-133
| -32% | -$55.1K | 0.01% | 213 |
|
|
2023
Q2 | $182K | Sell |
411
-158
| -28% | -$69.9K | 0.02% | 168 |
|
|
2023
Q1 | $219K | Sell |
569
-220
| -28% | -$84.9K | 0.03% | 138 |
|
|
2022
Q4 | $252K | Buy |
789
+40
| +5% | +$12.8K | 0.04% | 132 |
|
|
2022
Q3 | $230K | Hold |
749
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $244K | Sell |
749
-377
| -33% | -$123K | 0.04% | 129 |
|
|
2022
Q1 | $469K | Buy |
1,126
+263
| +30% | +$110K | 0.09% | 88 |
|
|
2021
Q4 | $396K | Buy |
863
+173
| +25% | +$79.4K | 0.06% | 108 |
|
|
2021
Q3 | $277K | Buy |
690
+295
| +75% | +$118K | 0.06% | 147 |
|
|
2021
Q2 | $158K | Sell |
395
-168
| -30% | -$67.2K | 0.04% | 205 |
|
|
2021
Q1 | $202K | Sell |
563
-1,632
| -74% | -$586K | 0.06% | 170 |
|
|
2020
Q4 | $776K | Sell |
2,195
-1,249
| -36% | -$442K | 0.24% | 55 |
|
|
2020
Q3 | $1.07M | Hold |
3,444
| – | – | 0.38% | 36 |
|
|
2020
Q2 | $960K | Buy |
3,444
+138
| +4% | +$38.5K | 0.38% | 39 |
|
|
2020
Q1 | $701K | Buy |
3,306
+63
| +2% | +$13.4K | 0.32% | 45 |
|
|
2019
Q4 | $794K | Buy |
3,243
+54
| +2% | +$13.2K | 0.28% | 51 |
|
|
2019
Q3 | $687K | Sell |
3,189
-50
| -2% | -$10.8K | 0.2% | 68 |
|
|
2019
Q2 | $683K | Hold |
3,239
| – | – | 0.21% | 63 |
|
|
2019
Q1 | $650K | Sell |
3,239
-135
| -4% | -$27.1K | 0.2% | 64 |
|
|
2018
Q4 | $563K | Buy |
3,374
+200
| +6% | +$33.4K | 0.2% | 66 |
|
|
2018
Q3 | $643K | Hold |
3,174
| – | – | 0.21% | 63 |
|
|
2018
Q2 | $576K | Buy |
3,174
+2,750
| +649% | +$499K | 0.29% | 66 |
|
|
2018
Q1 | $73K | Hold |
424
| – | – | 0.04% | 279 |
|
|
2017
Q4 | $70K | Hold |
424
| – | – | 0.04% | 282 |
|
|
2017
Q3 | $64K | Hold |
424
| – | – | 0.04% | 261 |
|
|
2017
Q2 | $60K | Buy |
424
+85
| +25% | +$12K | 0.04% | 274 |
|
|
2017
Q1 | $46K | Sell |
339
-28
| -8% | -$3.8K | 0.03% | 335 |
|
|
2016
Q4 | $45K | Buy |
367
+19
| +5% | +$2.33K | 0.03% | 352 |
|
|
2016
Q3 | $42K | Buy |
348
+9
| +3% | +$1.09K | 0.03% | 358 |
|
|
2016
Q2 | $36K | Hold |
339
| – | – | 0.03% | 341 |
|
|
2016
Q1 | $37K | Sell |
339
-60
| -15% | -$6.55K | 0.03% | 304 |
|
|
2015
Q4 | $43K | Buy |
+399
| New | +$43K | 0.03% | 308 |
|
|
2014
Q4 | – | Sell |
-117
| Closed | -$12K | – | 861 |
|
|
2014
Q3 | $12K | Hold |
117
| – | – | 0.01% | 502 |
|
|
2014
Q2 | $11K | Buy |
+117
| New | +$11K | 0.01% | 514 |
|