Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,375
| Closed | -$6.59M | – | 82 |
|
|
2021
Q1 | $6.59M | Buy |
18,375
+5,301
| +41% | +$1.9M | 2.65% | 12 |
|
|
2020
Q4 | $4.65M | Sell |
13,074
-744
| -5% | -$265K | 3.82% | 8 |
|
|
2020
Q3 | $4.29M | Buy |
13,818
+692
| +5% | +$215K | 4.16% | 7 |
|
|
2020
Q2 | $3.66M | Buy |
13,126
+1,753
| +15% | +$489K | 3.26% | 7 |
|
|
2020
Q1 | $2.41M | Buy |
11,373
+108
| +1% | +$22.9K | 2.84% | 10 |
|
|
2019
Q4 | $2.76M | Buy |
+11,265
| New | +$2.76M | 2.65% | 10 |
|