TriaGen 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 | $325K | Hold |
490
| – | – | 0.1% | 142 |
|
2025
Q1 | $266K | Buy |
490
+18
| +4% | +$9.76K | 0.09% | 143 |
|
2024
Q4 | $293K | Hold |
472
| – | – | 0.1% | 141 |
|
2024
Q3 | $277K | Hold |
472
| – | – | 0.09% | 148 |
|
2024
Q2 | $272K | Hold |
472
| – | – | 0.11% | 143 |
|
2024
Q1 | $247K | Sell |
472
-49
| -9% | -$25.7K | 0.1% | 145 |
|
2023
Q4 | $252K | Hold |
521
| – | – | 0.12% | 138 |
|
2023
Q3 | $216K | Hold |
521
| – | – | 0.11% | 142 |
|
2023
Q2 | $230K | Sell |
521
-200
| -28% | -$88.4K | 0.11% | 154 |
|
2023
Q1 | $278K | Hold |
721
| – | – | 0.14% | 131 |
|
2022
Q4 | $230K | Hold |
721
| – | – | 0.13% | 154 |
|
2022
Q3 | $222K | Sell |
721
-105
| -13% | -$32.3K | 0.12% | 147 |
|
2022
Q2 | $270K | Sell |
826
-140
| -14% | -$45.8K | 0.19% | 117 |
|
2022
Q1 | $402K | Buy |
966
+72
| +8% | +$30K | 0.21% | 117 |
|
2021
Q4 | $410K | Buy |
894
+77
| +9% | +$35.3K | 0.2% | 117 |
|
2021
Q3 | $328K | Sell |
817
-4
| -0.5% | -$1.61K | 0.18% | 135 |
|
2021
Q2 | $338K | Hold |
821
| – | – | 0.17% | 134 |
|
2021
Q1 | $294K | Buy |
821
+206
| +33% | +$73.8K | 0.17% | 135 |
|
2020
Q4 | $218K | Buy |
+615
| New | +$218K | 0.13% | 160 |
|