RE Dickinson Investment 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
2024 Q4	$2.17M	Sell	2,792 -352	-11%	-$27K	0.12%	46
2024 Q3	$231K	Hold	3,144	–	–	0.13%	44
2024 Q2	$227K	Hold	3,144	–	–	0.14%	46
2024 Q1	$206K	Buy	3,144 +400	+15%	+$25.4K	0.13%	45
2023 Q4	$166K	Hold	2,744	–	–	0.11%	46
2023 Q3	$142K	Sell	2,744 -80	-3%	-$4.35K	0.1%	51
2023 Q2	$156K	Sell	2,824 -136	-5%	-$6.83K	0.06%	92
2023 Q1	$143K	Hold	2,960	–	–	0.05%	105
2022 Q4	$118K	Hold	2,960	–	–	0.05%	100
2022 Q3	$114K	Sell	2,960 -24	-0.8%	-$1.05K	0.09%	49
2022 Q2	$121	Hold	2,984	–	–	0.02%	49
2022 Q1	$155K	Buy	2,984 +80	+3%	+$4.11K	0.1%	47
2021 Q4	$166K	Buy	+2,904	New	+$159K	0.13%	41