Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-216
| Closed | -$95.5K | – | 625 |
|
|
2023
Q2 | $95.5K | Sell |
216
-9
| -4% | -$3.98K | 0.1% | 144 |
|
|
2023
Q1 | $86.7K | Sell |
225
-894
| -80% | -$345K | 0.09% | 157 |
|
|
2022
Q4 | $357K | Buy |
1,119
+1,081
| +2,845% | +$345K | 0.28% | 75 |
|
|
2022
Q3 | $12K | Hold |
38
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $12K | Hold |
38
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $16K | Sell |
38
-180
| -83% | -$75.8K | 0.01% | 326 |
|
|
2021
Q4 | $100K | Hold |
218
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $87K | Sell |
218
-40
| -16% | -$16K | 0.06% | 177 |
|
|
2021
Q2 | $103K | Hold |
258
| – | – | 0.06% | 160 |
|
|
2021
Q1 | $92K | Hold |
258
| – | – | 0.06% | 164 |
|
|
2020
Q4 | $91K | Buy |
+258
| New | +$91K | 0.06% | 146 |
|