Vertex Planning Partners’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
|
|||||
|
2025
Q1 | $282K | Hold |
|
|||||
|
2024
Q4 | $324K | Buy |
|
|||||
|
2024
Q3 | $305K | Sell |
|
|||||
|
2024
Q2 | $314K | Sell |
|
|||||
|
2024
Q1 | $301K | Sell |
|
|||||
|
2023
Q4 | $338K | Sell |
|
|||||
|
2023
Q3 | $300K | Buy |
|
|||||
|
2023
Q2 | $320K | Sell |
|
|||||
|
2023
Q1 | $282K | Sell |
|
|||||
|
2022
Q4 | $254K | Buy |
|