First Personal Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $29.5K | Buy |
400
+64
| +19% | +$4.55K | 0.01% | 232 |
|
|
2024
Q2 | $24.1K | Buy |
336
+80
| +31% | +$5.32K | 0.01% | 229 |
|
|
2024
Q1 | $16.8K | Hold |
256
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $15.5K | Buy |
256
+48
| +23% | +$2.67K | ﹤0.01% | 280 |
|
|
2023
Q3 | $10.9K | Hold |
208
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $11.7K | Hold |
208
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $10.2K | Buy |
208
+168
| +420% | +$7.43K | ﹤0.01% | 320 |
|
|
2022
Q4 | $1.6K | Sell |
40
-640
| -94% | -$26.1K | ﹤0.01% | 378 |
|
|
2022
Q3 | $26K | Buy |
680
+472
| +227% | +$20.8K | 0.01% | 269 |
|
|
2022
Q2 | $9K | Hold |
208
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $11K | Hold |
208
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $12K | Buy |
208
+112
| +117% | +$6.15K | ﹤0.01% | 282 |
|
|
2021
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 303 |
|
|
2021
Q2 | $5K | Buy |
96
+24
| +33% | +$1.13K | ﹤0.01% | 307 |
|
|
2021
Q1 | $3K | Buy |
72
+48
| +200% | +$2.16K | ﹤0.01% | 295 |
|
|
2020
Q4 | $1K | Buy |
+24
| New | +$987 | ﹤0.01% | 311 |
|
|
2019
Q4 | – | Sell |
-240
| Closed | -$6K | – | 577 |
|
|
2019
Q3 | $6K | Sell |
240
-8
| -3% | -$215 | ﹤0.01% | 388 |
|
|
2019
Q2 | $7K | Sell |
248
-360
| -59% | -$9.28K | ﹤0.01% | 553 |
|
|
2019
Q1 | $15K | Buy |
608
+208
| +52% | +$4.83K | ﹤0.01% | 443 |
|
|
2018
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 503 |
|
|
2018
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $9K | Sell |
400
-360
| -47% | -$7.86K | ﹤0.01% | 819 |
|
|
2017
Q4 | $16K | Sell |
760
-600
| -44% | -$12.2K | ﹤0.01% | 695 |
|
|
2017
Q3 | $26K | Hold |
1,360
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $24K | Hold |
1,360
| – | – | 0.01% | 550 |
|
|
2017
Q1 | $23K | Hold |
1,360
| – | – | 0.01% | 542 |
|
|
2016
Q4 | $21K | Hold |
1,360
| – | – | 0.01% | 546 |
|
|
2016
Q3 | $20K | Buy |
+1,360
| New | +$19.7K | 0.01% | 447 |
|
|
2016
Q2 | – | Sell |
-1,552
| Closed | -$21K | – | 834 |
|
|
2016
Q1 | $21K | Buy |
+1,552
| New | +$19.8K | 0.01% | 233 |
|
Other funds holding VGT
PCH