Bernardo Wealth Planning’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
Q1 | – | Sell |
-2,563
| Closed | -$906K | – | 152 |
|
|
2020
Q4 | $906K | Sell |
2,563
-4
| -0.2% | -$1.41K | 0.35% | 58 |
|
|
2020
Q3 | $799K | Buy |
2,567
+1,000
| +64% | +$311K | 0.36% | 58 |
|
|
2020
Q2 | $436K | Sell |
1,567
-61
| -4% | -$17K | 0.23% | 83 |
|
|
2020
Q1 | $344K | Sell |
1,628
-6
| -0.4% | -$1.27K | 0.24% | 99 |
|
|
2019
Q4 | $400K | Sell |
1,634
-107
| -6% | -$26.2K | 0.24% | 102 |
|
|
2019
Q3 | $375K | Sell |
1,741
-37
| -2% | -$7.97K | 0.27% | 100 |
|
|
2019
Q2 | $375K | Sell |
1,778
-20
| -1% | -$4.22K | 0.29% | 94 |
|
|
2019
Q1 | $361K | Sell |
1,798
-11
| -0.6% | -$2.21K | 0.29% | 95 |
|
|
2018
Q4 | $302K | Buy |
+1,809
| New | +$302K | 0.27% | 98 |
|