Curi Wealth Management’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
Q1 | – | Sell |
-2,452
| Closed | -$783K | – | 190 |
|
|
2022
Q4 | $783K | Buy |
+2,452
| New | +$783K | 0.11% | 99 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$21K | – | 671 |
|
|
2022
Q2 | $21K | Buy |
+65
| New | +$21K | ﹤0.01% | 300 |
|
|
2021
Q1 | – | Sell |
-157
| Closed | -$55K | – | 471 |
|
|
2020
Q4 | $55K | Buy |
+157
| New | +$55K | 0.04% | 151 |
|