EverSource Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
881
-180
| -17% | -$119K | 0.03% | 400 |
|
|
2025
Q1 | $576K | Sell |
1,061
-120
| -10% | -$65.1K | 0.03% | 350 |
|
|
2024
Q4 | $734K | Buy |
1,181
+358
| +43% | +$223K | 0.04% | 294 |
|
|
2024
Q3 | $483K | Sell |
823
-33
| -4% | -$19.4K | 0.03% | 331 |
|
|
2024
Q2 | $486K | Buy |
856
+44
| +5% | +$25K | 0.03% | 321 |
|
|
2024
Q1 | $402K | Buy |
812
+198
| +32% | +$98K | 0.03% | 316 |
|
|
2023
Q4 | $297K | Sell |
614
-54
| -8% | -$26.1K | 0.03% | 342 |
|
|
2023
Q3 | $277K | Buy |
668
+214
| +47% | +$88.8K | 0.03% | 326 |
|
|
2023
Q2 | $201K | Sell |
454
-126
| -22% | -$55.7K | 0.02% | 393 |
|
|
2023
Q1 | $224K | Buy |
580
+98
| +20% | +$37.8K | 0.03% | 353 |
|
|
2022
Q4 | $154K | Buy |
+482
| New | +$154K | 0.02% | 397 |
|