Delos 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
Q1 | – | Sell |
-83
| Closed | -$26.4K | – | 414 |
|
|
2022
Q4 | $26.4K | Buy |
83
+1
| +1% | +$318 | 0.04% | 85 |
|
|
2022
Q3 | $25K | Hold |
82
| – | – | 0.03% | 79 |
|
|
2022
Q2 | $27K | Hold |
82
| – | – | 0.03% | 77 |
|
|
2022
Q1 | $34K | Buy |
82
+32
| +64% | +$13.3K | 0.03% | 86 |
|
|
2021
Q4 | $23K | Hold |
50
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $20K | Hold |
50
| – | – | 0.02% | 67 |
|
|
2021
Q2 | $20K | Buy |
+50
| New | +$20K | 0.03% | 72 |
|