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