TrueWealth 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
Q2 | $348K | Hold |
524
| – | – | 0.1% | 157 |
|
|
2025
Q1 | $284K | Hold |
524
| – | – | 0.09% | 166 |
|
|
2024
Q4 | $326K | Hold |
524
| – | – | 0.11% | 159 |
|
|
2024
Q3 | $307K | Hold |
524
| – | – | 0.1% | 173 |
|
|
2024
Q2 | $302K | Hold |
524
| – | – | 0.11% | 156 |
|
|
2024
Q1 | $275K | Sell |
524
-6
| -1% | -$3.15K | 0.11% | 166 |
|
|
2023
Q4 | $257K | Sell |
530
-34
| -6% | -$16.5K | 0.1% | 158 |
|
|
2023
Q3 | $234K | Hold |
564
| – | – | 0.1% | 163 |
|
|
2023
Q2 | $249K | Buy |
564
+34
| +6% | +$15K | 0.1% | 155 |
|
|
2023
Q1 | $204K | Buy |
+530
| New | +$204K | 0.09% | 181 |
|
|
2022
Q2 | – | Sell |
-535
| Closed | -$245K | – | 195 |
|
|
2022
Q1 | $245K | Hold |
535
| – | – | 0.11% | 153 |
|
|
2021
Q4 | $245K | Hold |
535
| – | – | 0.11% | 153 |
|
|
2021
Q3 | $215K | Sell |
535
-296
| -36% | -$119K | 0.12% | 132 |
|
|
2021
Q2 | $331K | Sell |
831
-18
| -2% | -$7.17K | 0.19% | 90 |
|
|
2021
Q1 | $322K | Hold |
849
| – | – | 0.21% | 88 |
|
|
2020
Q4 | $301K | Buy |
+849
| New | +$301K | 0.26% | 64 |
|