Howard Financial Services’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 | $276K | Sell |
416
-160
| -28% | -$106K | 0.04% | 146 |
|
|
2025
Q1 | $312K | Buy |
576
+1
| +0.2% | +$542 | 0.04% | 138 |
|
|
2024
Q4 | $357K | Buy |
575
+2
| +0.3% | +$1.24K | 0.05% | 129 |
|
|
2024
Q3 | $336K | Buy |
573
+1
| +0.2% | +$587 | 0.05% | 118 |
|
|
2024
Q2 | $330K | Hold |
572
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $300K | Buy |
+572
| New | +$300K | 0.05% | 124 |
|
|
2023
Q1 | – | Sell |
-648
| Closed | -$207K | – | 150 |
|
|
2022
Q4 | $207K | Sell |
648
-193
| -23% | -$61.7K | 0.05% | 126 |
|
|
2022
Q3 | $258K | Sell |
841
-82
| -9% | -$25.2K | 0.08% | 104 |
|
|
2022
Q2 | $301K | Buy |
923
+88
| +11% | +$28.7K | 0.1% | 91 |
|
|
2022
Q1 | $348K | Buy |
835
+1
| +0.1% | +$417 | 0.1% | 86 |
|
|
2021
Q4 | $382K | Sell |
834
-38
| -4% | -$17.4K | 0.11% | 74 |
|
|
2021
Q3 | $350K | Sell |
872
-77
| -8% | -$30.9K | 0.13% | 78 |
|
|
2021
Q2 | $378K | Sell |
949
-55
| -5% | -$21.9K | 0.15% | 76 |
|
|
2021
Q1 | $360K | Sell |
1,004
-440
| -30% | -$158K | 0.16% | 76 |
|
|
2020
Q4 | $511K | Sell |
1,444
-45
| -3% | -$15.9K | 0.27% | 43 |
|
|
2020
Q3 | $464K | Sell |
1,489
-1,061
| -42% | -$331K | 0.3% | 43 |
|
|
2020
Q2 | $711K | Sell |
2,550
-1,450
| -36% | -$404K | 0.51% | 31 |
|
|
2020
Q1 | $848K | Sell |
4,000
-100
| -2% | -$21.2K | 0.75% | 24 |
|
|
2019
Q4 | $1M | Hold |
4,100
| – | – | 0.62% | 32 |
|
|
2019
Q3 | $884K | Hold |
4,100
| – | – | 0.59% | 35 |
|
|
2019
Q2 | $865K | Hold |
4,100
| – | – | 0.59% | 36 |
|
|
2019
Q1 | $823K | Hold |
4,100
| – | – | 0.58% | 37 |
|
|
2018
Q4 | $684K | Buy |
+4,100
| New | +$684K | 0.53% | 40 |
|