Summit Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.92M	Buy	67,832 +1,120	+2%	+$103K	0.08%	271
2025 Q4	$6.29M	Buy	66,712 +472	+0.7%	+$44.8K	0.09%	222
2025 Q3	$6.18M	Sell	66,240 -1,112	-2%	-$97.2K	0.09%	208
2025 Q2	$5.58M	Sell	67,352 -7,960	-11%	-$579K	0.13%	146
2025 Q1	$5.11M	Buy	75,312 +51,368	+215%	+$3.87M	0.14%	134
2024 Q4	$1.86M	Buy	23,944 +2,248	+10%	+$173K	0.07%	224
2024 Q3	$1.59M	Buy	21,696 +16,696	+334%	+$1.19M	0.06%	196
2024 Q2	$361K	Buy	5,000 +1,160	+30%	+$77.1K	0.02%	384
2024 Q1	$252K	Hold	3,840	–	–	0.01%	343
2023 Q4	$232K	Buy	+3,840	New	+$214K	0.02%	330
2020 Q2	–	Sell	-11,944	Closed	-$316K	–	43
2020 Q1	$316K	Buy	+11,944	New	+$362K	0.07%	30