AmeriServ Wealth 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 | – | Sell |
-1,209
| Closed | -$656K | – | 63 |
|
|
2025
Q1 | $656K | Sell |
1,209
-1,081
| -47% | -$586K | 0.38% | 31 |
|
|
2024
Q4 | $1.42M | Buy |
+2,290
| New | +$1.42M | 0.77% | 20 |
|
|
2023
Q3 | – | Sell |
-3,949
| Closed | -$1.75M | – | 48 |
|
|
2023
Q2 | $1.75M | Buy |
3,949
+2,372
| +150% | +$1.05M | 3.31% | 7 |
|
|
2023
Q1 | $608K | Buy |
+1,577
| New | +$608K | 1.4% | 18 |
|
|
2015
Q3 | – | Sell |
-17,519
| Closed | -$1.86M | – | 139 |
|
|
2015
Q2 | $1.86M | Sell |
17,519
-4,757
| -21% | -$506K | 2.16% | 7 |
|
|
2015
Q1 | $2.37M | Buy |
22,276
+359
| +2% | +$38.2K | 2.73% | 6 |
|
|
2014
Q4 | $2.29M | Buy |
+21,917
| New | +$2.29M | 2.22% | 7 |
|