Transform Wealth’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
Q1 | $1.1M | Sell |
2,020
-92
| -4% | -$49.9K | 0.07% | 137 |
|
|
2024
Q4 | $1.31M | Buy |
+2,112
| New | +$1.31M | 0.07% | 133 |
|
|
2020
Q4 | – | Sell |
-7,084
| Closed | -$2.21M | – | 229 |
|
|
2020
Q3 | $2.21M | Sell |
7,084
-758
| -10% | -$236K | 0.36% | 76 |
|
|
2020
Q2 | $2.19M | Buy |
+7,842
| New | +$2.19M | 0.37% | 73 |
|
|
2020
Q1 | – | Sell |
-13,859
| Closed | -$3.39M | – | 239 |
|
|
2019
Q4 | $3.39M | Sell |
13,859
-915
| -6% | -$224K | 0.54% | 68 |
|
|
2019
Q3 | $3.19M | Sell |
14,774
-12,120
| -45% | -$2.61M | 0.57% | 69 |
|
|
2019
Q2 | $5.67M | Buy |
+26,894
| New | +$5.67M | 0.83% | 34 |
|