Shira Ridge 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 | $3.67M | Buy |
5,536
+31
| +0.6% | +$20.6K | 1.68% | 17 |
|
|
2025
Q1 | $2.99M | Sell |
5,505
-273
| -5% | -$148K | 1.49% | 19 |
|
|
2024
Q4 | $3.59M | Buy |
5,778
+41
| +0.7% | +$25.5K | 1.76% | 18 |
|
|
2024
Q3 | $3.36M | Buy |
5,737
+21
| +0.4% | +$12.3K | 1.72% | 16 |
|
|
2024
Q2 | $3.3M | Sell |
5,716
-128
| -2% | -$73.8K | 1.84% | 13 |
|
|
2024
Q1 | $3.06M | Sell |
5,844
-569
| -9% | -$298K | 1.75% | 14 |
|
|
2023
Q4 | $3.1M | Buy |
6,413
+264
| +4% | +$128K | 1.86% | 16 |
|
|
2023
Q3 | $2.55M | Sell |
6,149
-39
| -0.6% | -$16.2K | 1.68% | 16 |
|
|
2023
Q2 | $2.74M | Buy |
6,188
+36
| +0.6% | +$15.9K | 1.71% | 19 |
|
|
2023
Q1 | $2.37M | Sell |
6,152
-330
| -5% | -$127K | 1.57% | 19 |
|
|
2022
Q4 | $2.07M | Buy |
+6,482
| New | +$2.07M | 1.43% | 21 |
|