CPA
Clear Perspective Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-101
| Closed | -$18K | – | 423 |
|
|
2018
Q2 | $18K | Hold |
101
| – | – | 0.01% | 322 |
|
|
2018
Q1 | $17K | Hold |
101
| – | – | 0.01% | 316 |
|
|
2017
Q4 | $17K | Hold |
101
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $15K | Hold |
101
| – | – | 0.01% | 315 |
|
|
2017
Q2 | $14K | Hold |
101
| – | – | 0.01% | 318 |
|
|
2017
Q1 | $14K | Hold |
101
| – | – | 0.01% | 297 |
|
|
2016
Q4 | $12K | Buy |
+101
| New | +$12K | 0.01% | 307 |
|