Signature Wealth Management Partners’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
$369K Hold
557
0.21% 72
2025
Q1
$302K Hold
557
0.2% 80
2024
Q4
$346K Sell
557
-10
-2% -$6.22K 0.24% 72
2024
Q3
$333K Sell
567
-40
-7% -$23.5K 0.24% 74
2024
Q2
$350K Buy
607
+50
+9% +$28.8K 0.27% 73
2024
Q1
$292K Hold
557
0.24% 79
2023
Q4
$270K Hold
557
0.24% 83
2023
Q3
$231K Sell
557
-12
-2% -$4.98K 0.23% 84
2023
Q2
$252K Sell
569
-326
-36% -$144K 0.23% 81
2023
Q1
$345K Buy
+895
New +$345K 0.32% 70