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