AFA
American Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+363
| New | +$241K | 0.03% | 140 |
|
|
2025
Q1 | – | Sell |
-363
| Closed | -$225K | – | 155 |
|
|
2024
Q4 | $225K | Sell |
363
-1
| -0.3% | -$621 | 0.03% | 138 |
|
|
2024
Q3 | $214K | Hold |
364
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $210K | Buy |
+364
| New | +$210K | 0.03% | 136 |
|
|
2023
Q3 | – | Sell |
-511
| Closed | -$226K | – | 139 |
|
|
2023
Q2 | $226K | Sell |
511
-11
| -2% | -$4.86K | 0.04% | 124 |
|
|
2023
Q1 | $201K | Buy |
+522
| New | +$201K | 0.03% | 122 |
|