Baystate Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $34K | Hold |
70
| – | – | ﹤0.01% | 447 |
|
2023
Q3 | $29.1K | Hold |
70
| – | – | ﹤0.01% | 419 |
|
2023
Q2 | $31K | Buy |
70
+34
| +94% | +$15K | ﹤0.01% | 399 |
|
2023
Q1 | $13.9K | Hold |
36
| – | – | ﹤0.01% | 508 |
|
2022
Q4 | $11K | Hold |
36
| – | – | ﹤0.01% | 564 |
|
2022
Q3 | $11K | Sell |
36
-46
| -56% | -$14.1K | ﹤0.01% | 532 |
|
2022
Q2 | $27K | Hold |
82
| – | – | ﹤0.01% | 410 |
|
2022
Q1 | $34K | Buy |
82
+46
| +128% | +$19.1K | ﹤0.01% | 379 |
|
2021
Q4 | $16K | Buy |
+36
| New | +$16K | ﹤0.01% | 503 |
|
2021
Q1 | – | Sell |
-17
| Closed | -$6K | – | 837 |
|
2020
Q4 | $6K | Sell |
17
-82
| -83% | -$28.9K | ﹤0.01% | 486 |
|
2020
Q3 | $31K | Buy |
99
+1
| +1% | +$313 | ﹤0.01% | 270 |
|
2020
Q2 | $27K | Buy |
98
+17
| +21% | +$4.68K | ﹤0.01% | 275 |
|
2020
Q1 | $17K | Buy |
+81
| New | +$17K | ﹤0.01% | 313 |
|