Arkadios 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 | $4.27M | Sell |
6,431
-550
| -8% | -$365K | 0.13% | 183 |
|
|
2025
Q1 | $3.79M | Buy |
6,981
+4,517
| +183% | +$2.45M | 0.14% | 165 |
|
|
2024
Q4 | $1.53M | Buy |
2,464
+143
| +6% | +$88.9K | 0.08% | 237 |
|
|
2024
Q3 | $1.36M | Buy |
2,321
+88
| +4% | +$51.6K | 0.08% | 248 |
|
|
2024
Q2 | $1.29M | Sell |
2,233
-99
| -4% | -$57.1K | 0.09% | 231 |
|
|
2024
Q1 | $1.22M | Buy |
2,332
+40
| +2% | +$21K | 0.09% | 202 |
|
|
2023
Q4 | $1.11M | Sell |
2,292
-121
| -5% | -$58.6K | 0.09% | 202 |
|
|
2023
Q3 | $1M | Buy |
2,413
+26
| +1% | +$10.8K | 0.1% | 207 |
|
|
2023
Q2 | $1.06M | Sell |
2,387
-16
| -0.7% | -$7.08K | 0.12% | 175 |
|
|
2023
Q1 | $926K | Buy |
2,403
+82
| +4% | +$31.6K | 0.11% | 196 |
|
|
2022
Q4 | $741K | Buy |
2,321
+119
| +5% | +$38K | 0.1% | 214 |
|
|
2022
Q3 | $677K | Buy |
2,202
+223
| +11% | +$68.6K | 0.1% | 211 |
|
|
2022
Q2 | $646K | Buy |
1,979
+379
| +24% | +$124K | 0.1% | 235 |
|
|
2022
Q1 | $666K | Sell |
1,600
-147
| -8% | -$61.2K | 0.09% | 250 |
|
|
2021
Q4 | $800K | Sell |
1,747
-184
| -10% | -$84.3K | 0.11% | 217 |
|
|
2021
Q3 | $775K | Sell |
1,931
-19
| -1% | -$7.63K | 0.11% | 206 |
|
|
2021
Q2 | $777K | Buy |
1,950
+714
| +58% | +$285K | 0.09% | 247 |
|
|
2021
Q1 | $443K | Buy |
1,236
+680
| +122% | +$244K | 0.07% | 269 |
|
|
2020
Q4 | $196K | Buy |
556
+35
| +7% | +$12.3K | 0.04% | 329 |
|
|
2020
Q3 | $170K | Buy |
521
+40
| +8% | +$13K | 0.09% | 202 |
|
|
2020
Q2 | $137K | Sell |
481
-35
| -7% | -$9.98K | 0.08% | 211 |
|
|
2020
Q1 | $109K | Buy |
516
+59
| +13% | +$12.5K | 0.07% | 225 |
|
|
2019
Q4 | $123K | Buy |
+457
| New | +$123K | 0.07% | 203 |
|