Sovereign Financial Group’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 | $1.6M | Buy |
2,415
+400
| +20% | +$265K | 0.33% | 59 |
|
|
2025
Q1 | $1.09M | Hold |
2,015
| – | – | 0.25% | 78 |
|
|
2024
Q4 | $1.25M | Buy |
2,015
+17
| +0.9% | +$10.6K | 0.29% | 69 |
|
|
2024
Q3 | $1.17M | Sell |
1,998
-58
| -3% | -$34K | 0.27% | 74 |
|
|
2024
Q2 | $1.19M | Hold |
2,056
| – | – | 0.3% | 68 |
|
|
2024
Q1 | $1.08M | Buy |
2,056
+51
| +3% | +$26.7K | 0.29% | 71 |
|
|
2023
Q4 | $971K | Buy |
2,005
+1,197
| +148% | +$579K | 0.3% | 73 |
|
|
2023
Q3 | $335K | Sell |
808
-515
| -39% | -$214K | 0.12% | 163 |
|
|
2023
Q2 | $585K | Buy |
1,323
+9
| +0.7% | +$3.98K | 0.19% | 123 |
|
|
2023
Q1 | $507K | Buy |
1,314
+187
| +17% | +$72.1K | 0.19% | 129 |
|
|
2022
Q4 | $360K | Buy |
1,127
+435
| +63% | +$139K | 0.14% | 150 |
|
|
2022
Q3 | $213K | Hold |
692
| – | – | 0.09% | 187 |
|
|
2022
Q2 | $226K | Hold |
692
| – | – | 0.09% | 185 |
|
|
2022
Q1 | $288K | Buy |
+692
| New | +$288K | 0.11% | 178 |
|