Twin Peaks Wealth 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 | $717K | Sell |
1,016
-1
| -0.1% | -$706 | 0.23% | 73 |
|
|
2025
Q1 | $535K | Buy |
1,017
+515
| +103% | +$271K | 0.24% | 78 |
|
|
2024
Q4 | $312K | Buy |
502
+1
| +0.2% | +$622 | 0.13% | 108 |
|
|
2024
Q3 | $294K | Hold |
501
| – | – | 0.14% | 102 |
|
|
2024
Q2 | $289K | Sell |
501
-155
| -24% | -$89.4K | 0.14% | 100 |
|
|
2024
Q1 | $344K | Buy |
656
+155
| +31% | +$81.3K | 0.19% | 87 |
|
|
2023
Q4 | $242K | Buy |
+501
| New | +$242K | 0.15% | 106 |
|