Welch Capital 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 | $18.1M | Sell |
27,310
-666
| -2% | -$442K | 4.03% | 6 |
|
|
2025
Q1 | $15.2M | Hold |
27,976
| – | – | 3.61% | 6 |
|
|
2024
Q4 | $17.4M | Sell |
27,976
-86
| -0.3% | -$53.5K | 3.76% | 5 |
|
|
2024
Q3 | $16.5M | Hold |
28,062
| – | – | 3.68% | 5 |
|
|
2024
Q2 | $16.2M | Hold |
28,062
| – | – | 3.83% | 5 |
|
|
2024
Q1 | $14.7M | Hold |
28,062
| – | – | 3.66% | 5 |
|
|
2023
Q4 | $13.6M | Sell |
28,062
-7
| -0% | -$3.39K | 3.61% | 6 |
|
|
2023
Q3 | $11.6M | Hold |
28,069
| – | – | 3.35% | 6 |
|
|
2023
Q2 | $12.4M | Hold |
28,069
| – | – | 3.47% | 6 |
|
|
2023
Q1 | $10.8M | Hold |
28,069
| – | – | 3.24% | 6 |
|
|
2022
Q4 | $8.97M | Hold |
28,069
| – | – | 2.86% | 6 |
|
|
2022
Q3 | $8.63M | Sell |
28,069
-713
| -2% | -$219K | 2.83% | 6 |
|
|
2022
Q2 | $9.4M | Hold |
28,782
| – | – | 2.89% | 6 |
|
|
2022
Q1 | $12M | Hold |
28,782
| – | – | 2.9% | 6 |
|
|
2021
Q4 | $13.2M | Hold |
28,782
| – | – | 2.9% | 7 |
|
|
2021
Q3 | $11.6M | Hold |
28,782
| – | – | 2.8% | 8 |
|
|
2021
Q2 | $11.5M | Hold |
28,782
| – | – | 2.7% | 9 |
|
|
2021
Q1 | $10.3M | Hold |
28,782
| – | – | 2.7% | 9 |
|
|
2020
Q4 | $10.2M | Hold |
28,782
| – | – | 2.83% | 9 |
|
|
2020
Q3 | $8.96M | Hold |
28,782
| – | – | 2.75% | 8 |
|
|
2020
Q2 | $8.02M | Hold |
28,782
| – | – | 2.64% | 8 |
|
|
2020
Q1 | $6.1M | Sell |
28,782
-194
| -0.7% | -$41.1K | 2.44% | 8 |
|
|
2019
Q4 | $7.1M | Sell |
28,976
-1,382
| -5% | -$338K | 2.1% | 11 |
|
|
2019
Q3 | $6.54M | Hold |
30,358
| – | – | 2.18% | 11 |
|
|
2019
Q2 | $6.4M | Sell |
30,358
-451
| -1% | -$95.1K | 2.18% | 12 |
|
|
2019
Q1 | $6.18M | Hold |
30,809
| – | – | 2.1% | 14 |
|
|
2018
Q4 | $5.14M | Buy |
+30,809
| New | +$5.14M | 1.97% | 15 |
|