Tandem 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 | $9M | Buy |
13,562
+8,815
| +186% | +$5.85M | 4.45% | 9 |
|
|
2025
Q1 | $2.58M | Sell |
4,747
-5,712
| -55% | -$3.1M | 1.35% | 16 |
|
|
2024
Q4 | $6.5M | Sell |
10,459
-1,497
| -13% | -$931K | 3.32% | 11 |
|
|
2024
Q3 | $7.01M | Sell |
11,956
-128
| -1% | -$75.1K | 3.55% | 11 |
|
|
2024
Q2 | $6.97M | Sell |
12,084
-7
| -0.1% | -$4.04K | 3.73% | 11 |
|
|
2024
Q1 | $6.28M | Sell |
12,091
-2,316
| -16% | -$1.2M | 3.45% | 11 |
|
|
2023
Q4 | $6.97M | Sell |
14,407
-1,480
| -9% | -$716K | 4.02% | 11 |
|
|
2023
Q3 | $6.59M | Buy |
15,887
+142
| +0.9% | +$58.9K | 4.03% | 11 |
|
|
2023
Q2 | $6.95M | Sell |
15,745
-604
| -4% | -$267K | 4.2% | 10 |
|
|
2023
Q1 | $6.3M | Sell |
16,349
-230
| -1% | -$88.7K | 3.92% | 11 |
|
|
2022
Q4 | $5.3M | Buy |
+16,579
| New | +$5.3M | 3.36% | 10 |
|