Rockwood Wealth Management’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
$1.54M Sell
2,315
-246
-10% -$163K 0.14% 29
2025
Q1
$1.39M Buy
2,561
+81
+3% +$43.9K 0.14% 32
2024
Q4
$1.56M Buy
2,480
+70
+3% +$43.9K 0.17% 28
2024
Q3
$1.41M Buy
2,410
+536
+29% +$314K 0.16% 32
2024
Q2
$1.08M Sell
1,874
-44
-2% -$25.4K 0.13% 35
2024
Q1
$1.01M Hold
1,918
0.13% 32
2023
Q4
$928K Sell
1,918
-82
-4% -$39.7K 0.14% 34
2023
Q3
$830K Buy
2,000
+99
+5% +$41.1K 0.14% 30
2023
Q2
$841K Hold
1,901
0.14% 34
2023
Q1
$733K Buy
1,901
+52
+3% +$20K 0.14% 34
2022
Q4
$591K Hold
1,849
0.14% 39
2022
Q3
$568K Sell
1,849
-31
-2% -$9.53K 0.18% 34
2022
Q2
$614K Buy
1,880
+751
+67% +$245K 0.29% 30
2022
Q1
$470K Sell
1,129
-200
-15% -$83.3K 0.23% 41
2021
Q4
$609K Buy
+1,329
New +$609K 0.27% 41