TruWealth 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 | $2.49M | Sell |
3,756
-17
| -0.5% | -$11.3K | 0.14% | 74 |
|
|
2025
Q1 | $2.05M | Buy |
3,773
+5
| +0.1% | +$2.71K | 0.12% | 73 |
|
|
2024
Q4 | $2.34M | Buy |
3,768
+43
| +1% | +$26.7K | 0.14% | 69 |
|
|
2024
Q3 | $2.18M | Buy |
3,725
+49
| +1% | +$28.7K | 0.13% | 70 |
|
|
2024
Q2 | $2.12M | Buy |
3,676
+26
| +0.7% | +$15K | 0.14% | 67 |
|
|
2024
Q1 | $1.91M | Buy |
3,650
+1
| +0% | +$524 | 0.13% | 71 |
|
|
2023
Q4 | $1.77M | Buy |
3,649
+79
| +2% | +$38.2K | 0.13% | 66 |
|
|
2023
Q3 | $1.48M | Buy |
3,570
+9
| +0.3% | +$3.73K | 0.13% | 71 |
|
|
2023
Q2 | $1.57M | Buy |
3,561
+259
| +8% | +$115K | 0.14% | 67 |
|
|
2023
Q1 | $1.27M | Buy |
3,302
+42
| +1% | +$16.2K | 0.12% | 73 |
|
|
2022
Q4 | $1.04M | Buy |
3,260
+668
| +26% | +$213K | 0.1% | 77 |
|
|
2022
Q3 | $797K | Buy |
2,592
+468
| +22% | +$144K | 0.08% | 75 |
|
|
2022
Q2 | $693K | Buy |
2,124
+1,357
| +177% | +$443K | 0.07% | 73 |
|
|
2022
Q1 | $319K | Sell |
767
-110
| -13% | -$45.8K | 0.03% | 92 |
|
|
2021
Q4 | $402K | Sell |
877
-23
| -3% | -$10.5K | 0.04% | 84 |
|
|
2021
Q3 | $361K | Buy |
900
+11
| +1% | +$4.41K | 0.04% | 85 |
|
|
2021
Q2 | $355K | Buy |
889
+14
| +2% | +$5.59K | 0.04% | 85 |
|
|
2021
Q1 | $314K | Sell |
875
-36
| -4% | -$12.9K | 0.04% | 83 |
|
|
2020
Q4 | $322K | Buy |
+911
| New | +$322K | 0.05% | 82 |
|