Heritage Wealth Advisors’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 | $606K | Sell |
913
-25
| -3% | -$16.6K | 0.03% | 114 |
|
|
2025
Q1 | $509K | Hold |
938
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $583K | Hold |
938
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $550K | Hold |
938
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $541K | Buy |
938
+830
| +769% | +$479K | 0.02% | 132 |
|
|
2024
Q1 | $56.6K | Sell |
108
-82
| -43% | -$43K | ﹤0.01% | 314 |
|
|
2023
Q4 | $92K | Hold |
190
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $78.8K | Hold |
190
| – | – | ﹤0.01% | 268 |
|
|
2023
Q2 | $84K | Hold |
190
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $73.2K | Hold |
190
| – | – | ﹤0.01% | 283 |
|
|
2022
Q4 | $60.7K | Sell |
190
-26
| -12% | -$8.31K | ﹤0.01% | 302 |
|
|
2022
Q3 | $66.4K | Hold |
216
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $71K | Buy |
216
+100
| +86% | +$32.9K | ﹤0.01% | 292 |
|
|
2022
Q1 | $48K | Buy |
116
+90
| +346% | +$37.2K | ﹤0.01% | 319 |
|
|
2021
Q4 | $12K | Hold |
26
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $10.4K | Sell |
26
-25
| -49% | -$10K | ﹤0.01% | 437 |
|
|
2021
Q2 | $20.3K | Hold |
51
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $18.3K | Hold |
51
| – | – | ﹤0.01% | 425 |
|
|
2020
Q4 | $18K | Hold |
51
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $15.9K | Hold |
51
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $14.2K | Hold |
51
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $10.8K | Hold |
51
| – | – | ﹤0.01% | 369 |
|
|
2019
Q4 | $12.5K | Hold |
51
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $10K | Hold |
51
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $10.8K | Buy |
+51
| New | +$10.8K | ﹤0.01% | 388 |
|