First Personal Financial Services’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
Q3 | $29.5K | Buy |
50
+8
| +19% | +$4.72K | 0.01% | 232 |
|
|
2024
Q2 | $24.1K | Buy |
42
+10
| +31% | +$5.74K | 0.01% | 229 |
|
|
2024
Q1 | $16.8K | Hold |
32
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $15.5K | Buy |
32
+6
| +23% | +$2.9K | ﹤0.01% | 280 |
|
|
2023
Q3 | $10.9K | Hold |
26
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $11.7K | Hold |
26
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $10.2K | Buy |
26
+21
| +420% | +$8.21K | ﹤0.01% | 320 |
|
|
2022
Q4 | $1.6K | Sell |
5
-80
| -94% | -$25.6K | ﹤0.01% | 378 |
|
|
2022
Q3 | $26K | Buy |
85
+59
| +227% | +$18K | 0.01% | 269 |
|
|
2022
Q2 | $9K | Hold |
26
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $11K | Hold |
26
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $12K | Buy |
26
+14
| +117% | +$6.46K | ﹤0.01% | 282 |
|
|
2021
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 303 |
|
|
2021
Q2 | $5K | Buy |
12
+3
| +33% | +$1.25K | ﹤0.01% | 307 |
|
|
2021
Q1 | $3K | Buy |
9
+6
| +200% | +$2K | ﹤0.01% | 295 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 311 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$6K | – | 577 |
|
|
2019
Q3 | $6K | Sell |
30
-1
| -3% | -$200 | ﹤0.01% | 388 |
|
|
2019
Q2 | $7K | Sell |
31
-45
| -59% | -$10.2K | ﹤0.01% | 553 |
|
|
2019
Q1 | $15K | Buy |
76
+26
| +52% | +$5.13K | ﹤0.01% | 443 |
|
|
2018
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 503 |
|
|
2018
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $9K | Sell |
50
-45
| -47% | -$8.1K | ﹤0.01% | 819 |
|
|
2017
Q4 | $16K | Sell |
95
-75
| -44% | -$12.6K | ﹤0.01% | 695 |
|
|
2017
Q3 | $26K | Hold |
170
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $24K | Hold |
170
| – | – | 0.01% | 550 |
|
|
2017
Q1 | $23K | Hold |
170
| – | – | 0.01% | 542 |
|
|
2016
Q4 | $21K | Hold |
170
| – | – | 0.01% | 546 |
|
|
2016
Q3 | $20K | Buy |
+170
| New | +$20K | 0.01% | 447 |
|
|
2016
Q2 | – | Sell |
-194
| Closed | -$21K | – | 834 |
|
|
2016
Q1 | $21K | Buy |
+194
| New | +$21K | 0.01% | 233 |
|