HGWM
Harvest Group Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $399K | Sell |
1,036
-135
| -12% | -$52K | 0.25% | 40 |
|
|
2022
Q4 | $374K | Sell |
1,171
-543
| -32% | -$173K | 0.25% | 45 |
|
|
2022
Q3 | $549K | Sell |
1,714
-59
| -3% | -$18.9K | 0.37% | 40 |
|
|
2022
Q2 | $646K | Sell |
1,773
-11
| -0.6% | -$4.01K | 0.4% | 39 |
|
|
2022
Q1 | $743K | Sell |
1,784
-802
| -31% | -$334K | 0.42% | 33 |
|
|
2021
Q4 | $1.19M | Sell |
2,586
-47
| -2% | -$21.5K | 0.67% | 29 |
|
|
2021
Q3 | $1.06M | Sell |
2,633
-174
| -6% | -$69.9K | 0.62% | 23 |
|
|
2021
Q2 | $1.12M | Sell |
2,807
-1,600
| -36% | -$638K | 0.67% | 20 |
|
|
2021
Q1 | $1.71M | Sell |
4,407
-13,965
| -76% | -$5.42M | 1.07% | 19 |
|
|
2020
Q4 | $6.5M | Sell |
18,372
-1,624
| -8% | -$575K | 3.88% | 13 |
|
|
2020
Q3 | $6.23M | Sell |
19,996
-3,423
| -15% | -$1.07M | 4.32% | 11 |
|
|
2020
Q2 | $6.53M | Sell |
23,419
-9,401
| -29% | -$2.62M | 5.46% | 8 |
|
|
2020
Q1 | $6.95M | Buy |
+32,820
| New | +$6.95M | 7.01% | 4 |
|