Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $549K | Buy |
1,720
+678
| +65% | +$217K | 0.08% | 194 |
|
|
2022
Q3 | $320K | Sell |
1,042
-213
| -17% | -$65.4K | 0.1% | 141 |
|
|
2022
Q2 | $410K | Sell |
1,255
-938
| -43% | -$306K | 0.14% | 112 |
|
|
2022
Q1 | $913K | Buy |
+2,193
| New | +$913K | 0.25% | 73 |
|
|
2021
Q3 | $142K | Buy |
355
+15
| +4% | +$6K | 0.05% | 274 |
|
|
2021
Q2 | $136K | Hold |
340
| – | – | 0.05% | 283 |
|
|
2021
Q1 | $122K | Buy |
+340
| New | +$122K | 0.07% | 223 |
|