Premier Path 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 | $3.33M | Sell |
5,023
-137
| -3% | -$90.9K | 0.46% | 46 |
|
|
2025
Q1 | $2.8M | Sell |
5,160
-44
| -0.8% | -$23.9K | 0.44% | 51 |
|
|
2024
Q4 | $3.24M | Sell |
5,204
-114
| -2% | -$70.9K | 0.49% | 44 |
|
|
2024
Q3 | $3.12M | Buy |
5,318
+182
| +4% | +$107K | 0.49% | 43 |
|
|
2024
Q2 | $2.96M | Buy |
5,136
+1,183
| +30% | +$682K | 0.5% | 40 |
|
|
2024
Q1 | $2.07M | Sell |
3,953
-1,529
| -28% | -$802K | 0.39% | 63 |
|
|
2023
Q4 | $2.64M | Buy |
+5,482
| New | +$2.64M | 0.58% | 36 |
|