Truepoint Inc’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 | $2.91M | Sell |
4,391
-95
| -2% | -$63K | 0.07% | 43 |
|
|
2025
Q1 | $2.43M | Buy |
+4,486
| New | +$2.43M | 0.07% | 47 |
|
|
2024
Q1 | – | Sell |
-4,391
| Closed | -$2.13M | – | 238 |
|
|
2023
Q4 | $2.13M | Hold |
4,391
| – | – | 0.06% | 55 |
|
|
2023
Q3 | $1.82M | Hold |
4,391
| – | – | 0.06% | 59 |
|
|
2023
Q2 | $1.94M | Hold |
4,391
| – | – | 0.06% | 51 |
|
|
2023
Q1 | $1.69M | Hold |
4,391
| – | – | 0.06% | 52 |
|
|
2022
Q4 | $1.4M | Buy |
+4,391
| New | +$1.4M | 0.05% | 62 |
|
|
2022
Q2 | – | Sell |
-4,097
| Closed | -$1.71M | – | 172 |
|
|
2022
Q1 | $1.71M | Buy |
4,097
+2,097
| +105% | +$873K | 0.08% | 45 |
|
|
2021
Q4 | $916K | Hold |
2,000
| – | – | 0.04% | 62 |
|
|
2021
Q3 | $803K | Hold |
2,000
| – | – | 0.04% | 64 |
|
|
2021
Q2 | $798K | Hold |
2,000
| – | – | 0.04% | 59 |
|
|
2021
Q1 | $717K | Hold |
2,000
| – | – | 0.04% | 57 |
|
|
2020
Q4 | $708K | Buy |
+2,000
| New | +$708K | 0.05% | 53 |
|