Financial Advocates Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $879K | Sell |
1,326
-59
| -4% | -$39.1K | 0.07% | 254 |
|
2025
Q1 | $751K | Sell |
1,385
-1,846
| -57% | -$1M | 0.05% | 336 |
|
2024
Q4 | $2.01M | Sell |
3,231
-629
| -16% | -$391K | 0.11% | 179 |
|
2024
Q3 | $2.16M | Buy |
3,860
+269
| +7% | +$150K | 0.12% | 171 |
|
2024
Q2 | $2.07M | Sell |
3,591
-288
| -7% | -$166K | 0.13% | 169 |
|
2024
Q1 | $1.89M | Buy |
3,879
+219
| +6% | +$107K | 0.11% | 191 |
|
2023
Q4 | $1.73M | Sell |
3,660
-81
| -2% | -$38.2K | 0.11% | 189 |
|
2023
Q3 | $1.52M | Buy |
3,741
+2
| +0.1% | +$811 | 0.11% | 202 |
|
2023
Q2 | $1.65M | Sell |
3,739
-900
| -19% | -$398K | 0.12% | 187 |
|
2023
Q1 | $1.79M | Sell |
4,639
-148
| -3% | -$57K | 0.13% | 175 |
|
2022
Q4 | $1.53M | Sell |
4,787
-842
| -15% | -$269K | 0.11% | 205 |
|
2022
Q3 | $1.35M | Buy |
5,629
+324
| +6% | +$77.9K | 0.11% | 199 |
|
2022
Q2 | $1.73M | Sell |
5,305
-1,219
| -19% | -$398K | 0.14% | 176 |
|
2022
Q1 | $2.72M | Buy |
6,524
+506
| +8% | +$211K | 0.18% | 137 |
|
2021
Q4 | $2.7M | Sell |
6,018
-781
| -11% | -$350K | 0.17% | 138 |
|
2021
Q3 | $2.73M | Buy |
6,799
+173
| +3% | +$69.4K | 0.18% | 132 |
|
2021
Q2 | $2.64M | Sell |
6,626
-663
| -9% | -$264K | 0.18% | 135 |
|
2021
Q1 | $2.61M | Sell |
7,289
-57
| -0.8% | -$20.4K | 0.19% | 124 |
|
2020
Q4 | $2.6M | Buy |
7,346
+345
| +5% | +$122K | 0.18% | 127 |
|
2020
Q3 | $2.18M | Buy |
7,001
+90
| +1% | +$28K | 0.19% | 111 |
|
2020
Q2 | $1.93M | Buy |
6,911
+84
| +1% | +$23.4K | 0.18% | 126 |
|
2020
Q1 | $1.45M | Buy |
6,827
+916
| +15% | +$194K | 0.21% | 132 |
|
2019
Q4 | $1.45M | Buy |
5,911
+148
| +3% | +$36.3K | 0.15% | 154 |
|
2019
Q3 | $1.24M | Buy |
5,763
+322
| +6% | +$69.4K | 0.14% | 162 |
|
2019
Q2 | $1.15M | Sell |
5,441
-431
| -7% | -$90.9K | 0.13% | 168 |
|
2019
Q1 | $1.18M | Sell |
5,872
-4,140
| -41% | -$831K | 0.15% | 162 |
|
2018
Q4 | $1.67M | Buy |
10,012
+557
| +6% | +$93K | 0.23% | 116 |
|
2018
Q3 | $1.92M | Buy |
9,455
+1,514
| +19% | +$307K | 0.21% | 112 |
|
2018
Q2 | $1.46M | Buy |
7,941
+2,084
| +36% | +$382K | 0.18% | 130 |
|
2018
Q1 | $1M | Buy |
5,857
+1,315
| +29% | +$225K | 0.13% | 161 |
|
2017
Q4 | $748K | Buy |
+4,542
| New | +$748K | 0.1% | 202 |
|