Southland Equity 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
$816K Hold
1,231
0.18% 96
2025
Q1
$668K Sell
1,231
-30
-2% -$16.3K 0.16% 99
2024
Q4
$784K Buy
1,261
+898
+247% +$558K 0.18% 93
2024
Q3
$213K Sell
363
-53
-13% -$31.1K 0.05% 213
2024
Q2
$240K Hold
416
0.07% 185
2024
Q1
$218K Buy
416
+2
+0.5% +$1.05K 0.06% 197
2023
Q4
$200K Buy
+414
New +$200K 0.06% 191
2023
Q3
Sell
-488
Closed -$216K 190
2023
Q2
$216K Buy
+488
New +$216K 0.07% 173
2021
Q2
Sell
-1,422
Closed -$510K 167
2021
Q1
$510K Sell
1,422
-18
-1% -$6.45K 0.29% 70
2020
Q4
$509K Buy
+1,440
New +$509K 0.34% 64