Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-63
| Closed | -$30.5K | – | 424 |
|
|
2023
Q4 | $30.5K | Hold |
63
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $26.1K | Hold |
63
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $27.9K | Buy |
+63
| New | +$27.9K | 0.01% | 227 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$21K | – | 463 |
|
|
2022
Q2 | $21K | Hold |
63
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $26K | Hold |
63
| – | – | 0.01% | 240 |
|
|
2021
Q4 | $29K | Hold |
63
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $25K | Hold |
63
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $25K | Hold |
63
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $23K | Hold |
63
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $22K | Hold |
63
| – | – | 0.01% | 232 |
|
|
2020
Q3 | $20K | Hold |
63
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $18K | Sell |
63
-41
| -39% | -$11.7K | 0.01% | 285 |
|
|
2020
Q1 | $22K | Buy |
104
+52
| +100% | +$11K | 0.01% | 248 |
|
|
2019
Q4 | $13K | Buy |
52
+7
| +16% | +$1.75K | 0.01% | 321 |
|
|
2019
Q3 | $10K | Sell |
45
-5
| -10% | -$1.11K | ﹤0.01% | 333 |
|
|
2019
Q2 | $11K | Sell |
50
-22
| -31% | -$4.84K | 0.01% | 358 |
|
|
2019
Q1 | $14K | Hold |
72
| – | – | 0.01% | 342 |
|
|
2018
Q4 | $12K | Buy |
+72
| New | +$12K | 0.01% | 359 |
|