Safeguard Financial’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
Q1
$1.19M Buy
2,186
+27
+1% +$14.6K 0.26% 32
2024
Q4
$1.34M Sell
2,159
-32
-1% -$19.9K 0.29% 31
2024
Q3
$1.29M Buy
2,191
+292
+15% +$171K 0.3% 31
2024
Q2
$1.09M Hold
1,899
0.3% 34
2024
Q1
$996K Buy
1,899
+95
+5% +$49.8K 0.32% 31
2023
Q4
$873K Buy
1,804
+1,234
+216% +$597K 0.33% 30
2023
Q3
$236K Buy
570
+50
+10% +$20.7K 0.11% 61
2023
Q2
$229K Buy
+520
New +$229K 0.11% 61
2022
Q2
Sell
-601
Closed -$250K 51
2022
Q1
$250K Buy
+601
New +$250K 0.37% 41