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
2024
Q2
$771K Sell
2024
Q1
$725K Buy
2023
Q4
$657K Hold
2023
Q3
$563K Sell
2023
Q2
$637K Buy
2023
Q1
$499K Sell
2022
Q4
$515K Buy
2022
Q3
$294K Sell
2022
Q2
$330K Buy
2022
Q1
$421K Buy
2021
Q4
$447K Buy