Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $457K | Sell |
3,371
-129
| -4% | -$17.5K | 0.15% | 142 |
|
|
2016
Q4 | $425K | Buy |
3,500
+449
| +15% | +$54.5K | 0.16% | 143 |
|
|
2016
Q3 | $367K | Hold |
3,051
| – | – | 0.13% | 148 |
|
|
2016
Q2 | $327K | Sell |
3,051
-122
| -4% | -$13.1K | 0.13% | 155 |
|
|
2016
Q1 | $348K | Sell |
3,173
-134
| -4% | -$14.7K | 0.15% | 126 |
|
|
2015
Q4 | $358K | Buy |
3,307
+182
| +6% | +$19.7K | 0.15% | 123 |
|
|
2015
Q3 | $313K | Sell |
3,125
-45
| -1% | -$4.51K | 0.14% | 133 |
|
|
2015
Q2 | $337K | Buy |
3,170
+635
| +25% | +$67.5K | 0.13% | 132 |
|
|
2015
Q1 | $270K | Buy |
+2,535
| New | +$270K | 0.11% | 144 |
|