Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $305K | Sell |
491
-1,065
| -68% | -$662K | 0.23% | 73 |
|
|
2024
Q3 | $912K | Sell |
1,556
-22
| -1% | -$12.9K | 0.27% | 84 |
|
|
2024
Q2 | $909K | Buy |
1,578
+206
| +15% | +$119K | 0.26% | 85 |
|
|
2024
Q1 | $720K | Buy |
1,372
+539
| +65% | +$283K | 0.21% | 100 |
|
|
2023
Q4 | $403K | Sell |
833
-184
| -18% | -$89K | 0.13% | 146 |
|
|
2023
Q3 | $422K | Buy |
+1,017
| New | +$422K | 0.15% | 126 |
|
|
2023
Q1 | $385K | Buy |
+1,000
| New | +$385K | 0.15% | 137 |
|
|
2022
Q4 | – | Sell |
-1,685
| Closed | -$517K | – | 1115 |
|
|
2022
Q3 | $517K | Sell |
1,685
-37
| -2% | -$11.4K | 0.21% | 105 |
|
|
2022
Q2 | $562K | Sell |
1,722
-923
| -35% | -$301K | 0.25% | 98 |
|
|
2022
Q1 | $1.1M | Sell |
2,645
-157
| -6% | -$65.4K | 0.44% | 53 |
|
|
2021
Q4 | $1.28M | Buy |
+2,802
| New | +$1.28M | 0.48% | 57 |
|