WBC
West Branch Capital’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
167
-10
| -6% | -$6.63K | 0.03% | 108 |
|
|
2025
Q1 | $96K | Sell |
177
-11
| -6% | -$5.97K | 0.03% | 115 |
|
|
2024
Q4 | $117K | Buy |
188
+9
| +5% | +$5.6K | 0.04% | 107 |
|
|
2024
Q3 | $105K | Hold |
179
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $103K | Hold |
179
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $93.9K | Sell |
179
-11
| -6% | -$5.77K | 0.04% | 129 |
|
|
2023
Q4 | $91.9K | Sell |
190
-11
| -5% | -$5.32K | 0.04% | 125 |
|
|
2023
Q3 | $83.4K | Buy |
201
+22
| +12% | +$9.13K | 0.04% | 125 |
|
|
2023
Q2 | $79.1K | Hold |
179
| – | – | 0.04% | 129 |
|
|
2023
Q1 | $69K | Hold |
179
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $57.2K | Hold |
179
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $55K | Hold |
179
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $58K | Hold |
179
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $75K | Hold |
179
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $82K | Hold |
179
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $72K | Hold |
179
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $71K | Buy |
+179
| New | +$71K | 0.03% | 170 |
|