SFS
Summit Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
526
| – | – | 0.03% | 113 |
|
|
2025
Q1 | $285K | Sell |
526
-2
| -0.4% | -$1.09K | 0.03% | 116 |
|
|
2024
Q4 | $328K | Hold |
528
| – | – | 0.04% | 110 |
|
|
2024
Q3 | $310K | Buy |
528
+16
| +3% | +$9.39K | 0.03% | 117 |
|
|
2024
Q2 | $295K | Hold |
512
| – | – | 0.04% | 112 |
|
|
2024
Q1 | $268K | Hold |
512
| – | – | 0.04% | 117 |
|
|
2023
Q4 | $248K | Hold |
512
| – | – | 0.04% | 120 |
|
|
2023
Q3 | $212K | Hold |
512
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $226K | Buy |
+512
| New | +$226K | 0.04% | 111 |
|
|
2022
Q2 | – | Sell |
-519
| Closed | -$216K | – | 131 |
|
|
2022
Q1 | $216K | Buy |
519
+52
| +11% | +$21.6K | 0.04% | 111 |
|
|
2021
Q4 | $214K | Buy |
+467
| New | +$214K | 0.04% | 116 |
|