Zhang Financial’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 | $4.15M | Buy |
6,264
+684
| +12% | +$454K | 0.19% | 65 |
|
|
2025
Q1 | $3.03M | Buy |
5,580
+557
| +11% | +$302K | 0.16% | 78 |
|
|
2024
Q4 | $3.12M | Buy |
5,023
+106
| +2% | +$65.9K | 0.18% | 68 |
|
|
2024
Q3 | $2.88M | Sell |
4,917
-16
| -0.3% | -$9.39K | 0.18% | 67 |
|
|
2024
Q2 | $2.84M | Sell |
4,933
-45
| -0.9% | -$26K | 0.2% | 66 |
|
|
2024
Q1 | $2.61M | Buy |
4,978
+1,126
| +29% | +$590K | 0.19% | 70 |
|
|
2023
Q4 | $1.86M | Buy |
3,852
+66
| +2% | +$31.9K | 0.16% | 77 |
|
|
2023
Q3 | $1.57M | Buy |
3,786
+71
| +2% | +$29.5K | 0.16% | 82 |
|
|
2023
Q2 | $1.64M | Buy |
3,715
+196
| +6% | +$86.7K | 0.17% | 74 |
|
|
2023
Q1 | $1.36M | Sell |
3,519
-142
| -4% | -$54.7K | 0.15% | 82 |
|
|
2022
Q4 | $1.17M | Buy |
3,661
+442
| +14% | +$141K | 0.15% | 85 |
|
|
2022
Q3 | $989K | Sell |
3,219
-723
| -18% | -$222K | 0.15% | 82 |
|
|
2022
Q2 | $1.29M | Buy |
3,942
+581
| +17% | +$190K | 0.21% | 65 |
|
|
2022
Q1 | $1.4M | Buy |
3,361
+659
| +24% | +$275K | 0.24% | 58 |
|
|
2021
Q4 | $1.24M | Buy |
2,702
+90
| +3% | +$41.2K | 0.22% | 61 |
|
|
2021
Q3 | $1.05M | Hold |
2,612
| – | – | 0.24% | 53 |
|
|
2021
Q2 | $1.04M | Buy |
2,612
+1
| +0% | +$399 | 0.26% | 47 |
|
|
2021
Q1 | $936K | Buy |
2,611
+240
| +10% | +$86K | 0.25% | 45 |
|
|
2020
Q4 | $839K | Buy |
2,371
+620
| +35% | +$219K | 0.26% | 39 |
|
|
2020
Q3 | $545K | Hold |
1,751
| – | – | 0.2% | 50 |
|
|
2020
Q2 | $488K | Buy |
1,751
+61
| +4% | +$17K | 0.19% | 52 |
|
|
2020
Q1 | $358K | Buy |
+1,690
| New | +$358K | 0.16% | 64 |
|