Wellspring Financial Advisors’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 | $1.01M | Buy |
1,525
+7
| +0.5% | +$4.64K | 0.1% | 63 |
|
|
2025
Q1 | $823K | Sell |
1,518
-1
| -0.1% | -$542 | 0.09% | 61 |
|
|
2024
Q4 | $945K | Sell |
1,519
-14
| -0.9% | -$8.71K | 0.1% | 63 |
|
|
2024
Q3 | $899K | Sell |
1,533
-9
| -0.6% | -$5.28K | 0.11% | 59 |
|
|
2024
Q2 | $889K | Hold |
1,542
| – | – | 0.12% | 59 |
|
|
2024
Q1 | $809K | Buy |
1,542
+28
| +2% | +$14.7K | 0.13% | 56 |
|
|
2023
Q4 | $733K | Sell |
1,514
-6
| -0.4% | -$2.91K | 0.18% | 58 |
|
|
2023
Q3 | $631K | Sell |
1,520
-2
| -0.1% | -$830 | 0.18% | 57 |
|
|
2023
Q2 | $673K | Sell |
1,522
-985
| -39% | -$435K | 0.19% | 54 |
|
|
2023
Q1 | $966K | Buy |
2,507
+11
| +0.4% | +$4.24K | 0.29% | 50 |
|
|
2022
Q4 | $797K | Sell |
2,496
-7
| -0.3% | -$2.24K | 0.27% | 51 |
|
|
2022
Q3 | $769K | Sell |
2,503
-4
| -0.2% | -$1.23K | 0.28% | 42 |
|
|
2022
Q2 | $819K | Sell |
2,507
-89
| -3% | -$29.1K | 0.29% | 40 |
|
|
2022
Q1 | $1.08M | Buy |
2,596
+79
| +3% | +$32.9K | 0.32% | 40 |
|
|
2021
Q4 | $1.15M | Buy |
2,517
+158
| +7% | +$72.4K | 0.32% | 39 |
|
|
2021
Q3 | $947K | Hold |
2,359
| – | – | 0.29% | 43 |
|
|
2021
Q2 | $941K | Buy |
2,359
+591
| +33% | +$236K | 0.3% | 43 |
|
|
2021
Q1 | $375K | Sell |
1,768
-584
| -25% | -$124K | 0.18% | 53 |
|
|
2020
Q4 | $832K | Sell |
2,352
-7
| -0.3% | -$2.48K | 0.29% | 41 |
|
|
2020
Q3 | $735K | Buy |
2,359
+5
| +0.2% | +$1.56K | 0.29% | 42 |
|
|
2020
Q2 | $656K | Buy |
2,354
+586
| +33% | +$163K | 0.27% | 43 |
|
|
2020
Q1 | $375K | Buy |
+1,768
| New | +$375K | 0.18% | 53 |
|