Summit Wealth Partners’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
2024 Q4	–	Sell	-350	Closed	-$205K	–	238
2024 Q3	$205K	Hold	350	–	–	0.04%	229
2024 Q2	$202K	Buy	+350	New	+$202K	0.04%	218