Secure Asset Management’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
2026 Q1	$1.59M	Buy	18,200 +632	+4%	+$58.2K	0.25%	103
2025 Q4	$1.65M	Buy	17,568 +696	+4%	+$66.1K	0.26%	98
2025 Q3	$1.59M	Hold	16,872	–	–	0.26%	101
2025 Q2	$1.4M	Buy	16,872 +4,128	+32%	+$300K	0.26%	99
2025 Q1	$864K	Hold	12,744	–	–	0.17%	131
2024 Q4	$991K	Sell	12,744 -88	-0.7%	-$6.76K	0.15%	131
2024 Q3	$941K	Sell	12,832 -48	-0.4%	-$3.41K	0.16%	135
2024 Q2	$928K	Buy	12,880 +8,152	+172%	+$542K	0.18%	124
2024 Q1	$310K	Sell	4,728 -11,744	-71%	-$744K	0.07%	178
2023 Q4	$996K	Sell	16,472 -1,032	-6%	-$57.5K	0.27%	93
2023 Q3	$908K	Buy	17,504 +72	+0.4%	+$3.92K	0.27%	96
2023 Q2	$964K	Sell	17,432 -192	-1%	-$9.64K	0.29%	84
2023 Q1	$849K	Sell	17,624 -1,824	-9%	-$80.6K	0.28%	88
2022 Q4	$777K	Buy	19,448 +688	+4%	+$28.1K	0.28%	93
2022 Q3	$721K	Buy	18,760 +328	+2%	+$14.4K	0.4%	49
2022 Q2	$752K	Sell	18,432 -3,392	-16%	-$153K	0.42%	43
2022 Q1	$1.14M	Buy	21,824 +3,824	+21%	+$196K	0.51%	35
2021 Q4	$1.03M	Buy	18,000 +432	+2%	+$23.7K	0.42%	42
2021 Q3	$881K	Buy	17,568 +336	+2%	+$17.4K	0.43%	39
2021 Q2	$859K	Buy	17,232 +176	+1%	+$8.3K	0.44%	39
2021 Q1	$764K	Buy	17,056 +32	+0.2%	+$1.44K	0.43%	44
2020 Q4	$753K	Buy	17,024 +24	+0.1%	+$987	0.44%	48
2020 Q3	$662K	Sell	17,000 -408	-2%	-$15.4K	0.45%	49
2020 Q2	$606K	Buy	17,408 +40	+0.2%	+$1.25K	0.43%	63
2020 Q1	$460K	Sell	17,368 -224	-1%	-$6.79K	0.5%	51
2019 Q4	$538K	Buy	+17,592	New	+$504K	0.38%	73