Trinity Financial Advisors’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	–	Sell	-394	Closed	-$245K	–	92
2024 Q4	$245K	Sell	394 -54	-12%	-$33.5K	0.09%	72
2024 Q3	$247K	Buy	448 +1	+0.2%	+$552	0.11%	72
2024 Q2	$258K	Buy	+447	New	+$258K	0.12%	68