BDO 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-20
| Closed | -$8K | – | 1134 |
|
2021
Q2 | $8K | Sell |
20
-66
| -77% | -$26.4K | ﹤0.01% | 800 |
|
2021
Q1 | $31K | Buy |
86
+66
| +330% | +$23.8K | ﹤0.01% | 532 |
|
2020
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 602 |
|
2020
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 544 |
|
2020
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 551 |
|
2020
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 631 |
|
2019
Q2 | – | Sell |
-263
| Closed | -$53K | – | 697 |
|
2019
Q1 | $53K | Hold |
263
| – | – | 0.02% | 272 |
|
2018
Q4 | $44K | Sell |
263
-52
| -17% | -$8.7K | 0.02% | 278 |
|
2018
Q3 | $64K | Sell |
315
-78
| -20% | -$15.8K | 0.02% | 262 |
|
2018
Q2 | $71K | Buy |
393
+5
| +1% | +$903 | 0.02% | 253 |
|
2018
Q1 | $66K | Sell |
388
-243
| -39% | -$41.3K | 0.02% | 223 |
|
2017
Q4 | $104K | Buy |
631
+49
| +8% | +$8.08K | 0.05% | 151 |
|
2017
Q3 | $88K | Sell |
582
-139
| -19% | -$21K | 0.04% | 143 |
|
2017
Q2 | $102K | Buy |
+721
| New | +$102K | 0.04% | 173 |
|