Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.41M | Sell |
12,227
-566
| -4% | -$297K | 3.41% | 5 |
|
|
2023
Q4 | $6.19M | Sell |
12,793
-146
| -1% | -$70.7K | 3.64% | 3 |
|
|
2023
Q3 | $5.37M | Buy |
12,939
+452
| +4% | +$188K | 3.61% | 3 |
|
|
2023
Q2 | $5.52M | Buy |
12,487
+566
| +5% | +$250K | 3.7% | 5 |
|
|
2023
Q1 | $4.6M | Buy |
11,921
+7,358
| +161% | +$2.84M | 3.44% | 6 |
|
|
2022
Q4 | $1.46M | Sell |
4,563
-479
| -10% | -$153K | 1.11% | 40 |
|
|
2022
Q3 | $1.55M | Sell |
5,042
-169
| -3% | -$52K | 1.22% | 37 |
|
|
2022
Q2 | $1.7M | Buy |
5,211
+513
| +11% | +$168K | 1.32% | 34 |
|
|
2022
Q1 | $1.96M | Buy |
4,698
+1,585
| +51% | +$660K | 1.25% | 38 |
|
|
2021
Q4 | $1.35M | Sell |
3,113
-87
| -3% | -$37.7K | 0.93% | 48 |
|
|
2021
Q3 | $1.36M | Buy |
3,200
+276
| +9% | +$117K | 0.96% | 48 |
|
|
2021
Q2 | $1.17M | Sell |
2,924
-3,595
| -55% | -$1.43M | 0.83% | 50 |
|
|
2021
Q1 | $2.34M | Sell |
6,519
-131
| -2% | -$47K | 1.7% | 11 |
|
|
2020
Q4 | $2.35M | Buy |
+6,650
| New | +$2.35M | 2.31% | 11 |
|