Wheelhouse 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 | $15.2M | Buy |
22,848
+1,317
| +6% | +$874K | 7.47% | 7 |
|
|
2025
Q1 | $11.7M | Buy |
21,531
+891
| +4% | +$483K | 6.67% | 7 |
|
|
2024
Q4 | $12.8M | Buy |
20,640
+386
| +2% | +$240K | 7.62% | 7 |
|
|
2024
Q3 | $11.9M | Buy |
20,254
+327
| +2% | +$192K | 7.65% | 7 |
|
|
2024
Q2 | $11.7M | Buy |
19,927
+831
| +4% | +$487K | 8.22% | 7 |
|
|
2024
Q1 | $10M | Buy |
19,096
+1,373
| +8% | +$720K | 7.69% | 7 |
|
|
2023
Q4 | $8.58M | Buy |
+17,723
| New | +$8.58M | 7.49% | 7 |
|