Trevian Wealth Management’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	$226K	Buy	+341	New	+$226K	0.14%	32
2025 Q1	–	Sell	-341	Closed	-$212K	–	29
2024 Q4	$212K	Hold	341	–	–	0.16%	28
2024 Q3	$200K	Buy	+341	New	+$200K	0.16%	30