Summit X LLC’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 | $500K | Buy |
754
+377
| +100% | +$250K | 0.09% | 144 |
|
|
2025
Q1 | $205K | Sell |
377
-20
| -5% | -$10.9K | 0.04% | 222 |
|
|
2024
Q4 | $247K | Hold |
397
| – | – | 0.05% | 188 |
|
|
2024
Q3 | $229K | Sell |
397
-110
| -22% | -$63.5K | 0.06% | 184 |
|
|
2024
Q2 | $295K | Buy |
+507
| New | +$295K | 0.07% | 184 |
|
|
2022
Q1 | – | Sell |
-521
| Closed | -$239K | – | 273 |
|
|
2021
Q4 | $239K | Buy |
521
+1
| +0.2% | +$459 | 0.06% | 235 |
|
|
2021
Q3 | $208K | Hold |
520
| – | – | 0.05% | 244 |
|
|
2021
Q2 | $208K | Buy |
+520
| New | +$208K | 0.05% | 247 |
|
|
2020
Q4 | – | Sell |
-410
| Closed | -$1.25K | – | 428 |
|
|
2020
Q3 | $1.25K | Buy |
+410
| New | +$1.25K | 0.02% | 222 |
|