Schrum Private 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 | $2.12M | Buy |
3,201
+25
| +0.8% | +$16.6K | 1.7% | 12 |
|
|
2025
Q1 | $1.72M | Hold |
3,176
| – | – | 1.51% | 17 |
|
|
2024
Q4 | $1.97M | Sell |
3,176
-1,652
| -34% | -$1.03M | 1.67% | 13 |
|
|
2024
Q3 | $2.83M | Buy |
4,828
+1,421
| +42% | +$833K | 1.46% | 14 |
|
|
2024
Q2 | $1.96M | Hold |
3,407
| – | – | 1.77% | 11 |
|
|
2024
Q1 | $1.79M | Buy |
3,407
+973
| +40% | +$510K | 1.62% | 13 |
|
|
2023
Q4 | $1.18M | Sell |
2,434
-1,093
| -31% | -$529K | 1.67% | 15 |
|
|
2023
Q3 | $1.46M | Sell |
3,527
-99
| -3% | -$41.1K | 1.67% | 14 |
|
|
2023
Q2 | $1.6M | Hold |
3,626
| – | – | 1.73% | 13 |
|
|
2023
Q1 | $1.4M | Sell |
3,626
-516
| -12% | -$199K | 1.61% | 15 |
|
|
2022
Q4 | $1.32M | Sell |
4,142
-148
| -3% | -$47.3K | 1.57% | 16 |
|
|
2022
Q3 | $1.32M | Hold |
4,290
| – | – | 1.66% | 12 |
|
|
2022
Q2 | $1.4M | Buy |
4,290
+2
| +0% | +$653 | 1.58% | 15 |
|
|
2022
Q1 | $1.61M | Sell |
4,288
-100
| -2% | -$37.6K | 1.62% | 15 |
|
|
2021
Q4 | $2.01M | Buy |
+4,388
| New | +$2.01M | 1.83% | 8 |
|