Regent Peak Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.79M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.56M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $881K | Hold |
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|
2022
Q2 | $933K | Buy |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $903K | Hold |
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|
2021
Q2 | $927K | Hold |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $791K | Hold |
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|
2020
Q3 | $696K | Sell |
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|
2020
Q2 | $630K | Hold |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $547K | Buy |
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