Vertex Planning Partners’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 | $322K | Sell |
485
-36
| -7% | -$23.9K | 0.07% | 145 |
|
|
2025
Q1 | $282K | Hold |
521
| – | – | 0.06% | 150 |
|
|
2024
Q4 | $324K | Buy |
521
+1
| +0.2% | +$621 | 0.07% | 141 |
|
|
2024
Q3 | $305K | Sell |
520
-25
| -5% | -$14.7K | 0.07% | 127 |
|
|
2024
Q2 | $314K | Sell |
545
-29
| -5% | -$16.7K | 0.08% | 115 |
|
|
2024
Q1 | $301K | Sell |
574
-124
| -18% | -$65K | 0.08% | 124 |
|
|
2023
Q4 | $338K | Sell |
698
-26
| -4% | -$12.6K | 0.1% | 112 |
|
|
2023
Q3 | $300K | Buy |
724
+1
| +0.1% | +$415 | 0.1% | 105 |
|
|
2023
Q2 | $320K | Sell |
723
-9
| -1% | -$3.98K | 0.11% | 96 |
|
|
2023
Q1 | $282K | Sell |
732
-62
| -8% | -$23.9K | 0.11% | 97 |
|
|
2022
Q4 | $254K | Buy |
+794
| New | +$254K | 0.1% | 125 |
|