Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $509K | Hold |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $56.6K | Sell |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $78.8K | Hold |
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|
2023
Q2 | $84K | Hold |
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|
2023
Q1 | $73.2K | Hold |
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|
2022
Q4 | $60.7K | Sell |
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|
2022
Q3 | $66.4K | Hold |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $10.4K | Sell |
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|
2021
Q2 | $20.3K | Hold |
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|
2021
Q1 | $18.3K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $15.9K | Hold |
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|
2020
Q2 | $14.2K | Hold |
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|
2020
Q1 | $10.8K | Hold |
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|
2019
Q4 | $12.5K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10.8K | Buy |
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