Sweet Financial Partners’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
2024 Q3	$793K	Buy	10,808 +120	+1%	+$8.53K	0.17%	94
2024 Q2	$771K	Sell	10,688 -368	-3%	-$24.5K	0.18%	93
2024 Q1	$725K	Buy	11,056 +200	+2%	+$12.7K	0.17%	98
2023 Q4	$657K	Hold	10,856	–	–	0.16%	100
2023 Q3	$563K	Sell	10,856 -664	-6%	-$36.1K	0.15%	94
2023 Q2	$637K	Buy	11,520 +1,160	+11%	+$58.3K	0.17%	88
2023 Q1	$499K	Sell	10,360 -2,528	-20%	-$112K	0.14%	106
2022 Q4	$515K	Buy	12,888 +5,240	+69%	+$214K	0.15%	99
2022 Q3	$294K	Sell	7,648 -440	-5%	-$19.3K	0.09%	131
2022 Q2	$330K	Buy	8,088 +8	+0.1%	+$360	0.1%	121
2022 Q1	$421K	Buy	8,080 +280	+4%	+$14.4K	0.11%	111
2021 Q4	$447K	Buy	+7,800	New	+$428K	0.19%	76