WMG 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 | $2.27M | Buy |
3,420
+37
| +1% | +$24.5K | 0.84% | 18 |
|
|
2025
Q1 | $1.83M | Buy |
3,383
+173
| +5% | +$93.8K | 0.78% | 20 |
|
|
2024
Q4 | $2M | Buy |
3,210
+756
| +31% | +$470K | 0.86% | 20 |
|
|
2024
Q3 | $1.44M | Sell |
2,454
-81
| -3% | -$47.5K | 0.65% | 28 |
|
|
2024
Q2 | $1.46M | Buy |
2,535
+22
| +0.9% | +$12.7K | 0.77% | 24 |
|
|
2024
Q1 | $1.32M | Buy |
2,513
+395
| +19% | +$207K | 0.75% | 26 |
|
|
2023
Q4 | $1.03M | Buy |
2,118
+86
| +4% | +$41.6K | 0.67% | 34 |
|
|
2023
Q3 | $843K | Buy |
2,032
+164
| +9% | +$68K | 0.72% | 36 |
|
|
2023
Q2 | $826K | Buy |
1,868
+518
| +38% | +$229K | 0.61% | 43 |
|
|
2023
Q1 | $834K | Sell |
1,350
-2,491
| -65% | -$1.54M | 0.69% | 41 |
|
|
2022
Q4 | $1.23M | Buy |
3,841
+326
| +9% | +$104K | 1.04% | 24 |
|
|
2022
Q3 | $1.09M | Buy |
3,515
+1,551
| +79% | +$480K | 0.98% | 28 |
|
|
2022
Q2 | $643K | Buy |
1,964
+1,205
| +159% | +$395K | 0.56% | 49 |
|
|
2022
Q1 | $315K | Buy |
759
+308
| +68% | +$128K | 0.23% | 111 |
|
|
2021
Q4 | $206K | Buy |
+451
| New | +$206K | 0.16% | 167 |
|