Talisman Wealth Advisors’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 | $450K | Hold |
678
| – | – | 0.41% | 60 |
|
|
2025
Q1 | $368K | Buy |
678
+9
| +1% | +$4.88K | 0.38% | 67 |
|
|
2024
Q4 | $416K | Buy |
669
+8
| +1% | +$4.98K | 0.44% | 55 |
|
|
2024
Q3 | $387K | Sell |
661
-32
| -5% | -$18.7K | 0.41% | 63 |
|
|
2024
Q2 | $399K | Sell |
693
-19
| -3% | -$10.9K | 0.46% | 58 |
|
|
2024
Q1 | $373K | Sell |
712
-48
| -6% | -$25.2K | 0.47% | 59 |
|
|
2023
Q4 | $368K | Sell |
760
-9
| -1% | -$4.36K | 0.55% | 53 |
|
|
2023
Q3 | $319K | Buy |
769
+1
| +0.1% | +$415 | 0.55% | 58 |
|
|
2023
Q2 | $340K | Hold |
768
| – | – | 0.58% | 58 |
|
|
2023
Q1 | $296K | Hold |
768
| – | – | 0.53% | 65 |
|
|
2022
Q4 | $245K | Buy |
+768
| New | +$245K | 0.52% | 62 |
|