Synergy Financial Group’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
$2.09M Sell
3,149
-9
-0.3% -$5.97K 1.54% 16
2025
Q1
$1.71M Hold
3,158
1.54% 17
2024
Q4
$1.96M Buy
+3,158
New +$1.96M 1.64% 16
2024
Q1
Sell
-739
Closed -$358K 90
2023
Q4
$358K Sell
739
-5
-0.7% -$2.42K 0.44% 50
2023
Q3
$309K Buy
+744
New +$309K 0.43% 51