Strategic Family Wealth Counselors’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 | $2.36M | Buy |
3,555
+59
| +2% | +$39.1K | 0.67% | 40 |
|
|
2025
Q1 | $1.9M | Buy |
3,496
+67
| +2% | +$36.3K | 0.62% | 39 |
|
|
2024
Q4 | $2.13M | Buy |
3,429
+167
| +5% | +$104K | 0.69% | 39 |
|
|
2024
Q3 | $1.91M | Buy |
3,262
+142
| +5% | +$83.3K | 0.67% | 38 |
|
|
2024
Q2 | $1.8M | Buy |
3,120
+589
| +23% | +$340K | 0.68% | 39 |
|
|
2024
Q1 | $1.33M | Sell |
2,531
-57
| -2% | -$29.9K | 0.52% | 43 |
|
|
2023
Q4 | $1.25M | Buy |
2,588
+801
| +45% | +$388K | 0.53% | 45 |
|
|
2023
Q3 | $741K | Buy |
1,787
+44
| +3% | +$18.3K | 0.36% | 47 |
|
|
2023
Q2 | $771K | Buy |
1,743
+168
| +11% | +$74.3K | 0.35% | 44 |
|
|
2023
Q1 | $607K | Buy |
1,575
+828
| +111% | +$319K | 0.29% | 50 |
|
|
2022
Q4 | $238K | Buy |
+747
| New | +$238K | 0.12% | 89 |
|
|
2022
Q1 | – | Sell |
-1,007
| Closed | -$461K | – | 108 |
|
|
2021
Q4 | $461K | Buy |
+1,007
| New | +$461K | 0.15% | 65 |
|