WealthPlan Investment Management’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
$543K Buy
819
+203
+33% +$135K 0.04% 226
2025
Q1
$334K Buy
616
+20
+3% +$10.8K 0.03% 213
2024
Q4
$370K Buy
596
+35
+6% +$21.8K 0.04% 200
2024
Q3
$329K Buy
+561
New +$329K 0.03% 194