Sax Wealth Advisors’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	$1.3M	Buy	+1,960	New	+$1.3M	0.08%	146
2024 Q3	–	Sell	-451	Closed	-$260K	–	314
2024 Q2	$260K	Hold	451	–	–	0.02%	227
2024 Q1	$236K	Buy	451 +11	+3%	+$5.77K	0.03%	168
2023 Q4	$213K	Buy	+440	New	+$213K	0.03%	179