Wealth Effects’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
$701K Hold
1,056
0.26% 75
2025
Q1
$573K Buy
1,056
+29
+3% +$15.7K 0.24% 82
2024
Q4
$639K Sell
1,027
-6
-0.6% -$3.73K 0.23% 84
2024
Q3
$606K Buy
1,033
+100
+11% +$58.7K 0.21% 91
2024
Q2
$538K Sell
933
-8
-0.9% -$4.61K 0.2% 98
2024
Q1
$493K Buy
941
+50
+6% +$26.2K 0.18% 108
2023
Q4
$431K Sell
891
-21
-2% -$10.2K 0.16% 121
2023
Q3
$378K Hold
912
0.19% 110
2023
Q2
$403K Buy
912
+27
+3% +$11.9K 0.18% 117
2023
Q1
$341K Sell
885
-124
-12% -$47.8K 0.17% 129
2022
Q4
$322K Buy
1,009
+57
+6% +$18.2K 0.18% 126
2022
Q3
$293K Hold
952
0.18% 120
2022
Q2
$311K Hold
952
0.19% 117
2022
Q1
$397K Sell
952
-40
-4% -$16.7K 0.19% 105
2021
Q4
$455K Buy
+992
New +$455K 0.19% 108