Wiser Wealth Management’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
$27.5M Buy
41,451
+5,348
+15% +$3.55M 6.88% 4
2025
Q1
$19.6M Buy
36,103
+1,171
+3% +$635K 5.49% 6
2024
Q4
$21.7M Buy
34,932
+1,253
+4% +$779K 6.1% 5
2024
Q3
$19.8M Buy
33,679
+626
+2% +$367K 5.66% 5
2024
Q2
$19.1M Buy
33,053
+3,377
+11% +$1.95M 5.9% 5
2024
Q1
$15.6M Buy
29,676
+1,144
+4% +$600K 5.11% 7
2023
Q4
$13.2M Buy
28,532
+3,472
+14% +$1.6M 4.81% 7
2023
Q3
$10.4M Buy
25,060
+119
+0.5% +$49.4K 4.23% 10
2023
Q2
$11M Buy
24,941
+301
+1% +$133K 4.43% 8
2023
Q1
$9.5M Buy
24,640
+727
+3% +$280K 4.06% 10
2022
Q4
$7.64M Buy
23,913
+2,229
+10% +$712K 3.53% 10
2022
Q3
$6.67M Buy
21,684
+1,170
+6% +$360K 3.48% 9
2022
Q2
$6.7M Buy
20,514
+2,010
+11% +$656K 3.47% 9
2022
Q1
$7.71M Buy
18,504
+1,207
+7% +$503K 3.55% 10
2021
Q4
$7.93M Buy
17,297
+700
+4% +$321K 3.87% 10
2021
Q3
$6.66M Buy
16,597
+1,186
+8% +$476K 3.55% 10
2021
Q2
$6.15M Buy
15,411
+937
+6% +$374K 3.74% 9
2021
Q1
$5.19M Buy
14,474
+569
+4% +$204K 3.56% 9
2020
Q4
$4.92M Buy
+13,905
New +$4.92M 3.69% 10