Avantax Planning Partners’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 | $2.27M | Sell |
3,428
-335
| -9% | -$222K | 0.07% | 124 |
|
|
2025
Q1 | $2.04M | Buy |
3,763
+605
| +19% | +$328K | 0.07% | 125 |
|
|
2024
Q4 | $1.96M | Sell |
3,158
-197
| -6% | -$122K | 0.07% | 125 |
|
|
2024
Q3 | $1.97M | Sell |
3,355
-2,577
| -43% | -$1.51M | 0.07% | 131 |
|
|
2024
Q2 | $3.42M | Sell |
5,932
-356
| -6% | -$205K | 0.11% | 107 |
|
|
2024
Q1 | $3.3M | Buy |
6,288
+9
| +0.1% | +$4.72K | 0.11% | 113 |
|
|
2023
Q4 | $3.04M | Sell |
6,279
-229
| -4% | -$111K | 0.12% | 88 |
|
|
2023
Q3 | $2.7M | Sell |
6,508
-982
| -13% | -$407K | 0.11% | 90 |
|
|
2023
Q2 | $3.31M | Sell |
7,490
-345
| -4% | -$153K | 0.13% | 79 |
|
|
2023
Q1 | $3.02M | Sell |
7,835
-635
| -7% | -$245K | 0.12% | 83 |
|
|
2022
Q4 | $2.71M | Sell |
8,470
-132
| -2% | -$42.2K | 0.11% | 91 |
|
|
2022
Q3 | $2.64M | Sell |
8,602
-1,428
| -14% | -$439K | 0.12% | 86 |
|
|
2022
Q2 | $3.28M | Sell |
10,030
-376
| -4% | -$123K | 0.14% | 78 |
|
|
2022
Q1 | $4.33M | Sell |
10,406
-95
| -0.9% | -$39.6K | 0.17% | 64 |
|
|
2021
Q4 | $4.81M | Sell |
10,501
-294
| -3% | -$135K | 0.2% | 47 |
|
|
2021
Q3 | $4.33M | Sell |
10,795
-520
| -5% | -$209K | 0.2% | 42 |
|
|
2021
Q2 | $4.51M | Sell |
11,315
-1,571
| -12% | -$626K | 0.21% | 39 |
|
|
2021
Q1 | $4.62M | Sell |
12,886
-2,438
| -16% | -$874K | 0.24% | 34 |
|
|
2020
Q4 | $5.42M | Sell |
15,324
-7,801
| -34% | -$2.76M | 0.28% | 29 |
|
|
2020
Q3 | $7.2M | Sell |
23,125
-281
| -1% | -$87.5K | 0.38% | 22 |
|
|
2020
Q2 | $6.52M | Buy |
23,406
+400
| +2% | +$111K | 0.37% | 22 |
|
|
2020
Q1 | $4.88M | Sell |
23,006
-528
| -2% | -$112K | 0.34% | 19 |
|
|
2019
Q4 | $5.76M | Sell |
23,534
-945
| -4% | -$231K | 0.34% | 21 |
|
|
2019
Q3 | $5.28M | Buy |
24,479
+2,507
| +11% | +$540K | 0.32% | 22 |
|
|
2019
Q2 | $4.71M | Buy |
21,972
+2,808
| +15% | +$602K | 0.3% | 26 |
|
|
2019
Q1 | $3.85M | Buy |
19,164
+518
| +3% | +$104K | 0.27% | 32 |
|
|
2018
Q4 | $3.11M | Sell |
18,646
-3,174
| -15% | -$530K | 0.23% | 41 |
|
|
2018
Q3 | $4.42M | Buy |
21,820
+991
| +5% | +$201K | 0.35% | 21 |
|
|
2018
Q2 | $3.78M | Sell |
20,829
-1,680
| -7% | -$305K | 0.34% | 25 |
|
|
2018
Q1 | $3.85M | Buy |
22,509
+2,527
| +13% | +$432K | 0.33% | 24 |
|
|
2017
Q4 | $3.29M | Buy |
19,982
+51
| +0.3% | +$8.4K | 0.3% | 25 |
|
|
2017
Q3 | $3.03M | Buy |
19,931
+1,865
| +10% | +$283K | 0.24% | 37 |
|
|
2017
Q2 | $2.54M | Buy |
18,066
+10,011
| +124% | +$1.41M | 0.21% | 47 |
|
|
2017
Q1 | $1.09M | Buy |
8,055
+2,151
| +36% | +$292K | 0.1% | 92 |
|
|
2016
Q4 | $717K | Buy |
+5,904
| New | +$717K | 0.08% | 130 |
|