Apriem 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 | $241K | Sell |
363
-134
| -27% | -$89K | 0.03% | 165 |
|
|
2025
Q1 | $270K | Buy |
497
+122
| +33% | +$66.3K | 0.03% | 151 |
|
|
2024
Q4 | $233K | Buy |
+375
| New | +$233K | 0.03% | 169 |
|
|
2018
Q2 | – | Sell |
-1,225
| Closed | -$209K | – | 438 |
|
|
2018
Q1 | $209K | Hold |
1,225
| – | – | 0.05% | 125 |
|
|
2017
Q4 | $202K | Buy |
+1,225
| New | +$202K | 0.05% | 124 |
|
|
2017
Q2 | – | Sell |
-1,299
| Closed | -$176K | – | 535 |
|
|
2017
Q1 | $176K | Sell |
1,299
-15
| -1% | -$2.03K | 0.05% | 132 |
|
|
2016
Q4 | $160K | Hold |
1,314
| – | – | 0.05% | 135 |
|
|
2016
Q3 | $158K | Buy |
1,314
+229
| +21% | +$27.5K | 0.05% | 129 |
|
|
2016
Q2 | $116K | Hold |
1,085
| – | – | 0.04% | 156 |
|
|
2016
Q1 | $119K | Hold |
1,085
| – | – | 0.05% | 133 |
|
|
2015
Q4 | $117K | Hold |
1,085
| – | – | 0.04% | 126 |
|
|
2015
Q3 | $109K | Hold |
1,085
| – | – | 0.04% | 133 |
|
|
2015
Q2 | $115K | Buy |
+1,085
| New | +$115K | 0.04% | 134 |
|