GIA
Goodwin Investment Advisory’s Vanguard Information Technology ETF VGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-87
| Closed | -$27.8K | – | 208 |
|
2022
Q4 | $27.8K | Hold |
87
| – | – | 0.02% | 110 |
|
2022
Q3 | $27K | Sell |
87
-7
| -7% | -$2.17K | 0.02% | 114 |
|
2022
Q2 | $30.7K | Sell |
94
-73
| -44% | -$23.8K | 0.02% | 85 |
|
2022
Q1 | $70K | Sell |
167
-461
| -73% | -$193K | 0.05% | 67 |
|
2021
Q4 | $287K | Sell |
628
-594
| -49% | -$271K | 0.21% | 37 |
|
2021
Q3 | $480K | Buy |
1,222
+269
| +28% | +$106K | 0.47% | 21 |
|
2021
Q2 | $372K | Sell |
953
-921
| -49% | -$360K | 0.4% | 18 |
|
2021
Q1 | $670K | Sell |
1,874
-229
| -11% | -$81.9K | 0.79% | 14 |
|
2020
Q4 | $738K | Buy |
+2,103
| New | +$738K | 0.9% | 12 |
|