Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $441K | Sell |
1,099
-61
| -5% | -$24.5K | 0.17% | 83 |
|
|
2021
Q2 | $463K | Hold |
1,160
| – | – | 0.18% | 81 |
|
|
2021
Q1 | $416K | Hold |
1,160
| – | – | 0.17% | 83 |
|
|
2020
Q4 | $410K | Buy |
1,160
+85
| +8% | +$30K | 0.18% | 82 |
|
|
2020
Q3 | $335K | Sell |
1,075
-183
| -15% | -$57K | 0.17% | 87 |
|
|
2020
Q2 | $351K | Sell |
1,258
-15
| -1% | -$4.19K | 0.19% | 80 |
|
|
2020
Q1 | $270K | Buy |
1,273
+58
| +5% | +$12.3K | 0.19% | 82 |
|
|
2019
Q4 | $297K | Hold |
1,215
| – | – | 0.16% | 93 |
|
|
2019
Q3 | $262K | Sell |
1,215
-118
| -9% | -$25.4K | 0.16% | 91 |
|
|
2019
Q2 | $281K | Sell |
1,333
-40
| -3% | -$8.43K | 0.17% | 92 |
|
|
2019
Q1 | $275K | Sell |
1,373
-644
| -32% | -$129K | 0.16% | 94 |
|
|
2018
Q4 | $336K | Buy |
+2,017
| New | +$336K | 0.23% | 75 |
|