Wealthspan 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 | $401K | Buy |
+604
| New | +$401K | 0.17% | 78 |
|
|
2025
Q1 | – | Sell |
-362
| Closed | -$225K | – | 115 |
|
|
2024
Q4 | $225K | Sell |
362
-8
| -2% | -$4.97K | 0.11% | 100 |
|
|
2024
Q3 | $217K | Sell |
370
-16
| -4% | -$9.38K | 0.11% | 103 |
|
|
2024
Q2 | $223K | Sell |
386
-11
| -3% | -$6.34K | 0.12% | 95 |
|
|
2024
Q1 | $208K | Sell |
397
-34
| -8% | -$17.8K | 0.12% | 94 |
|
|
2023
Q4 | $209K | Buy |
+431
| New | +$209K | 0.15% | 82 |
|
|
2023
Q3 | – | Sell |
-465
| Closed | -$206K | – | 81 |
|
|
2023
Q2 | $206K | Buy |
+465
| New | +$206K | 0.16% | 75 |
|
|
2022
Q3 | – | Sell |
-618
| Closed | -$202K | – | 67 |
|
|
2022
Q2 | $202K | Buy |
618
+77
| +14% | +$25.2K | 0.21% | 64 |
|
|
2022
Q1 | $225K | Sell |
541
-70
| -11% | -$29.1K | 0.2% | 63 |
|
|
2021
Q4 | $280K | Buy |
+611
| New | +$280K | 0.25% | 59 |
|