TriaGen Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Hold	3,920	–	–	0.09%	141
2025 Q4	$369K	Hold	3,920	–	–	0.1%	139
2025 Q3	$366K	Hold	3,920	–	–	0.1%	144
2025 Q2	$325K	Hold	3,920	–	–	0.1%	142
2025 Q1	$266K	Buy	3,920 +144	+4%	+$10.8K	0.09%	143
2024 Q4	$293K	Hold	3,776	–	–	0.1%	141
2024 Q3	$277K	Hold	3,776	–	–	0.09%	148
2024 Q2	$272K	Hold	3,776	–	–	0.11%	143
2024 Q1	$247K	Sell	3,776 -392	-9%	-$24.8K	0.1%	145
2023 Q4	$252K	Hold	4,168	–	–	0.12%	138
2023 Q3	$216K	Hold	4,168	–	–	0.11%	142
2023 Q2	$230K	Sell	4,168 -1,600	-28%	-$80.3K	0.11%	154
2023 Q1	$278K	Hold	5,768	–	–	0.14%	131
2022 Q4	$230K	Hold	5,768	–	–	0.13%	154
2022 Q3	$222K	Sell	5,768 -840	-13%	-$36.9K	0.12%	147
2022 Q2	$270K	Sell	6,608 -1,120	-14%	-$50.4K	0.19%	117
2022 Q1	$402K	Buy	7,728 +576	+8%	+$29.6K	0.21%	117
2021 Q4	$410K	Buy	7,152 +616	+9%	+$33.8K	0.2%	117
2021 Q3	$328K	Sell	6,536 -32	-0.5%	-$1.66K	0.18%	135
2021 Q2	$338K	Hold	6,568	–	–	0.17%	134
2021 Q1	$294K	Buy	6,568 +1,648	+33%	+$74.1K	0.17%	135
2020 Q4	$218K	Buy	+4,920	New	+$202K	0.13%	160