SFPG
Stonebridge Financial Planning Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
4,309
-603
| -12% | -$400K | 1.19% | 21 |
|
|
2025
Q1 | $2.66M | Sell |
4,912
-79
| -2% | -$42.8K | 1.22% | 21 |
|
|
2024
Q4 | $3.1M | Sell |
4,991
-139
| -3% | -$86.4K | 1.39% | 15 |
|
|
2024
Q3 | $3.01M | Sell |
5,130
-39
| -0.8% | -$22.9K | 1.43% | 14 |
|
|
2024
Q2 | $2.98M | Sell |
5,169
-66
| -1% | -$38.1K | 1.5% | 12 |
|
|
2024
Q1 | $2.75M | Sell |
5,235
-265
| -5% | -$139K | 1.45% | 10 |
|
|
2023
Q4 | $2.66M | Sell |
5,500
-50
| -0.9% | -$24.2K | 1.53% | 12 |
|
|
2023
Q3 | $2.3M | Sell |
5,550
-115
| -2% | -$47.7K | 1.48% | 17 |
|
|
2023
Q2 | $2.5M | Sell |
5,665
-50
| -0.9% | -$22.1K | 1.53% | 19 |
|
|
2023
Q1 | $2.2M | Sell |
5,715
-1,189
| -17% | -$458K | 1.42% | 21 |
|
|
2022
Q4 | $2.21M | Sell |
6,904
-499
| -7% | -$159K | 1.47% | 17 |
|
|
2022
Q3 | $2.28M | Sell |
7,403
-414
| -5% | -$127K | 1.59% | 17 |
|
|
2022
Q2 | $2.55M | Sell |
7,817
-603
| -7% | -$197K | 1.73% | 16 |
|
|
2022
Q1 | $3.51M | Sell |
8,420
-206
| -2% | -$85.8K | 1.96% | 14 |
|
|
2021
Q4 | $3.54M | Sell |
8,626
-190
| -2% | -$77.9K | 1.85% | 14 |
|
|
2021
Q3 | $3.88M | Sell |
8,816
-89
| -1% | -$39.2K | 1.9% | 14 |
|
|
2021
Q2 | $3.63M | Buy |
8,905
+305
| +4% | +$124K | 1.92% | 14 |
|
|
2021
Q1 | $3.27M | Buy |
8,600
+5
| +0.1% | +$1.9K | 1.91% | 15 |
|
|
2020
Q4 | $3.04M | Buy |
8,595
+501
| +6% | +$177K | 1.93% | 15 |
|
|
2020
Q3 | $2.64M | Buy |
8,094
+175
| +2% | +$57K | 1.9% | 16 |
|
|
2020
Q2 | $2.22M | Sell |
7,919
-16
| -0.2% | -$4.49K | 1.89% | 16 |
|
|
2020
Q1 | $1.78M | Sell |
7,935
-99
| -1% | -$22.2K | 1.77% | 17 |
|
|
2019
Q4 | $1.97M | Buy |
+8,034
| New | +$1.97M | 1.78% | 19 |
|