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 |
|