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