Wescott Financial Advisory Group’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 | $353K | Buy |
531
+16
| +3% | +$10.6K | 0.03% | 136 |
|
|
2025
Q1 | $279K | Buy |
515
+2
| +0.4% | +$1.09K | 0.03% | 145 |
|
|
2024
Q4 | $319K | Sell |
513
-121
| -19% | -$75.2K | 0.03% | 139 |
|
|
2024
Q3 | $372K | Hold |
634
| – | – | 0.04% | 137 |
|
|
2024
Q2 | $366K | Buy |
634
+24
| +4% | +$13.8K | 0.04% | 134 |
|
|
2024
Q1 | $320K | Sell |
610
-157
| -20% | -$82.3K | 0.04% | 130 |
|
|
2023
Q4 | $371K | Buy |
+767
| New | +$371K | 0.05% | 118 |
|