AAS
Avantax Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Sell |
63,431
-2,036
| -3% | -$1.35M | 0.23% | 65 |
|
|
2025
Q1 | $35.5M | Buy |
65,467
+2,838
| +5% | +$1.54M | 0.22% | 71 |
|
|
2024
Q4 | $38.9M | Sell |
62,629
-1,047
| -2% | -$651K | 0.24% | 58 |
|
|
2024
Q3 | $37.3M | Sell |
63,676
-833
| -1% | -$489K | 0.25% | 59 |
|
|
2024
Q2 | $37.2M | Buy |
64,509
+1,943
| +3% | +$1.12M | 0.27% | 51 |
|
|
2024
Q1 | $32.8M | Buy |
62,566
+6,634
| +12% | +$3.48M | 0.29% | 43 |
|
|
2023
Q4 | $27.1M | Buy |
55,932
+15,394
| +38% | +$7.45M | 0.27% | 48 |
|
|
2023
Q3 | $16.8M | Buy |
40,538
+8,235
| +25% | +$3.42M | 0.19% | 90 |
|
|
2023
Q2 | $14.3M | Buy |
32,303
+1,680
| +5% | +$743K | 0.16% | 105 |
|
|
2023
Q1 | $11.8M | Buy |
30,623
+8,490
| +38% | +$3.27M | 0.14% | 118 |
|
|
2022
Q4 | $7.07M | Buy |
22,133
+580
| +3% | +$185K | 0.09% | 172 |
|
|
2022
Q3 | $6.63M | Buy |
21,553
+1,284
| +6% | +$395K | 0.1% | 161 |
|
|
2022
Q2 | $6.62M | Buy |
20,269
+6,653
| +49% | +$2.17M | 0.1% | 160 |
|
|
2022
Q1 | $5.68M | Buy |
13,616
+2,073
| +18% | +$864K | 0.08% | 182 |
|
|
2021
Q4 | $5.29M | Buy |
11,543
+734
| +7% | +$337K | 0.08% | 187 |
|
|
2021
Q3 | $4.33M | Buy |
10,809
+1,005
| +10% | +$403K | 0.07% | 197 |
|
|
2021
Q2 | $3.92M | Buy |
9,804
+843
| +9% | +$337K | 0.07% | 203 |
|
|
2021
Q1 | $3.22M | Buy |
8,961
+1,868
| +26% | +$672K | 0.07% | 209 |
|
|
2020
Q4 | $2.51M | Sell |
7,093
-15,890
| -69% | -$5.63M | 0.06% | 226 |
|
|
2020
Q3 | $7.16M | Buy |
22,983
+16,880
| +277% | +$5.26M | 0.11% | 147 |
|
|
2020
Q2 | $1.71M | Buy |
6,103
+1,062
| +21% | +$297K | 0.05% | 247 |
|
|
2020
Q1 | $1.07M | Sell |
5,041
-2,397
| -32% | -$507K | 0.03% | 289 |
|
|
2019
Q4 | $1.82M | Buy |
7,438
+2,488
| +50% | +$608K | 0.04% | 231 |
|
|
2019
Q3 | $1.07M | Buy |
4,950
+153
| +3% | +$33K | 0.04% | 201 |
|
|
2019
Q2 | $1.01M | Sell |
4,797
-708
| -13% | -$149K | 0.04% | 190 |
|
|
2019
Q1 | $1.1M | Buy |
5,505
+988
| +22% | +$198K | 0.06% | 164 |
|
|
2018
Q4 | $755K | Buy |
+4,517
| New | +$755K | 0.13% | 164 |
|