Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,083
+140
| +7% | +$92.8K | 0.1% | 110 |
|
|
2025
Q1 | $1.05M | Buy |
1,943
+925
| +91% | +$502K | 0.08% | 125 |
|
|
2024
Q4 | $633K | Buy |
1,018
+168
| +20% | +$104K | 0.05% | 166 |
|
|
2024
Q3 | $499K | Hold |
850
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $490K | Hold |
850
| – | – | 0.06% | 159 |
|
|
2024
Q1 | $446K | Hold |
850
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $411K | Sell |
850
-24
| -3% | -$11.6K | 0.06% | 157 |
|
|
2023
Q3 | $364K | Sell |
874
-17
| -2% | -$7.07K | 0.06% | 160 |
|
|
2023
Q2 | $395K | Sell |
891
-77
| -8% | -$34.1K | 0.07% | 146 |
|
|
2023
Q1 | $373K | Buy |
968
+918
| +1,836% | +$354K | 0.07% | 146 |
|
|
2022
Q4 | $16K | Buy |
+50
| New | +$16K | ﹤0.01% | 300 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$16K | – | 378 |
|
|
2022
Q2 | $16K | Sell |
50
-70
| -58% | -$22.4K | ﹤0.01% | 275 |
|
|
2022
Q1 | $50K | Sell |
120
-40
| -25% | -$16.7K | 0.02% | 190 |
|
|
2021
Q4 | $73K | Buy |
+160
| New | +$73K | 0.03% | 164 |
|