Summit Financial’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 | $5.58M | Sell |
8,419
-995
| -11% | -$660K | 0.13% | 146 |
|
|
2025
Q1 | $5.11M | Buy |
9,414
+6,421
| +215% | +$3.48M | 0.14% | 134 |
|
|
2024
Q4 | $1.86M | Buy |
2,993
+281
| +10% | +$175K | 0.07% | 224 |
|
|
2024
Q3 | $1.59M | Buy |
2,712
+2,087
| +334% | +$1.23M | 0.06% | 196 |
|
|
2024
Q2 | $361K | Buy |
625
+145
| +30% | +$83.7K | 0.02% | 384 |
|
|
2024
Q1 | $252K | Hold |
480
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $232K | Buy |
+480
| New | +$232K | 0.02% | 330 |
|
|
2020
Q2 | – | Sell |
-1,493
| Closed | -$316K | – | 43 |
|
|
2020
Q1 | $316K | Buy |
+1,493
| New | +$316K | 0.07% | 30 |
|