Wolff Financial 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 | $3.78M | Buy |
5,705
+6
| +0.1% | +$3.98K | 0.98% | 18 |
|
|
2025
Q1 | $3.09M | Buy |
5,699
+11
| +0.2% | +$5.97K | 0.86% | 19 |
|
|
2024
Q4 | $3.54M | Buy |
5,688
+556
| +11% | +$346K | 0.98% | 18 |
|
|
2024
Q3 | $3.01M | Buy |
5,132
+4
| +0.1% | +$2.35K | 0.82% | 20 |
|
|
2024
Q2 | $2.96M | Sell |
5,128
-2
| -0% | -$1.15K | 2.18% | 9 |
|
|
2024
Q1 | $2.69M | Sell |
5,130
-6
| -0.1% | -$3.15K | 0.78% | 21 |
|
|
2023
Q4 | $2.49M | Sell |
5,136
-193
| -4% | -$93.4K | 0.77% | 20 |
|
|
2023
Q3 | $2.21M | Sell |
5,329
-167
| -3% | -$69.3K | 0.75% | 19 |
|
|
2023
Q2 | $2.43M | Sell |
5,496
-600
| -10% | -$265K | 2.12% | 8 |
|
|
2023
Q1 | $2.35M | Sell |
6,096
-546
| -8% | -$210K | 0.82% | 19 |
|
|
2022
Q4 | $2.12M | Sell |
6,642
-1,029
| -13% | -$329K | 0.78% | 26 |
|
|
2022
Q3 | $2.36M | Sell |
7,671
-3
| -0% | -$922 | 1.08% | 25 |
|
|
2022
Q2 | $2.51M | Sell |
7,674
-107
| -1% | -$34.9K | 1.11% | 24 |
|
|
2022
Q1 | $3.24M | Sell |
7,781
-40
| -0.5% | -$16.7K | 1.29% | 21 |
|
|
2021
Q4 | $3.58M | Sell |
7,821
-120
| -2% | -$55K | 1.36% | 20 |
|
|
2021
Q3 | $3.19M | Buy |
+7,941
| New | +$3.19M | 2.77% | 9 |
|
|
2021
Q1 | $2.84M | Sell |
7,927
-14
| -0.2% | -$5.02K | 1.3% | 19 |
|
|
2020
Q4 | $2.81M | Buy |
7,941
+71
| +0.9% | +$25.1K | 1.47% | 17 |
|
|
2020
Q3 | $2.45M | Sell |
7,870
-99
| -1% | -$30.8K | 1.45% | 17 |
|
|
2020
Q2 | $2.22M | Buy |
7,969
+14
| +0.2% | +$3.9K | 1.41% | 18 |
|
|
2020
Q1 | $1.69M | Buy |
7,955
+469
| +6% | +$99.4K | 1.27% | 20 |
|
|
2019
Q4 | $1.83M | Sell |
7,486
-289
| -4% | -$70.8K | 1.22% | 19 |
|
|
2019
Q3 | $1.68M | Sell |
7,775
-248
| -3% | -$53.5K | 1.22% | 19 |
|
|
2019
Q2 | $1.69M | Sell |
8,023
-178
| -2% | -$37.5K | 1.3% | 17 |
|
|
2019
Q1 | $1.65M | Sell |
8,201
-355
| -4% | -$71.2K | 1.37% | 17 |
|
|
2018
Q4 | $1.43M | Buy |
+8,556
| New | +$1.43M | 1.39% | 16 |
|