Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-205
| Closed | -$107K | – | 458 |
|
|
2024
Q1 | $107K | Hold |
205
| – | – | 0.01% | 96 |
|
|
2023
Q4 | $65.5K | Hold |
205
| – | – | 0.01% | 90 |
|
|
2023
Q3 | $85.1K | Hold |
205
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $90.6K | Hold |
205
| – | – | 0.01% | 87 |
|
|
2023
Q1 | $79K | Hold |
205
| – | – | 0.01% | 92 |
|
|
2022
Q4 | $65.5K | Hold |
205
| – | – | 0.01% | 90 |
|
|
2022
Q3 | $63K | Buy |
+205
| New | +$63K | 0.01% | 93 |
|