IRON Financial’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
Q3 | – | Sell |
-676
| Closed | -$390K | – | 125 |
|
|
2024
Q2 | $390K | Hold |
676
| – | – | 0.22% | 72 |
|
|
2024
Q1 | $354K | Hold |
676
| – | – | 0.2% | 71 |
|
|
2023
Q4 | $327K | Buy |
676
+1
| +0.1% | +$484 | 0.19% | 75 |
|
|
2023
Q3 | $280K | Hold |
675
| – | – | 0.16% | 77 |
|
|
2023
Q2 | $299K | Hold |
675
| – | – | 0.16% | 71 |
|
|
2023
Q1 | $260K | Hold |
675
| – | – | 0.14% | 74 |
|
|
2022
Q4 | $216K | Buy |
675
+3
| +0.4% | +$958 | 0.12% | 85 |
|
|
2022
Q3 | $206K | Hold |
672
| – | – | 0.11% | 88 |
|
|
2022
Q2 | $219K | Sell |
672
-228
| -25% | -$74.3K | 0.11% | 87 |
|
|
2022
Q1 | $375K | Buy |
900
+1
| +0.1% | +$417 | 0.17% | 76 |
|
|
2021
Q4 | $412K | Buy |
899
+232
| +35% | +$106K | 0.18% | 70 |
|
|
2021
Q3 | $268K | Hold |
667
| – | – | 0.13% | 88 |
|
|
2021
Q2 | $266K | Buy |
667
+1
| +0.2% | +$399 | 0.12% | 83 |
|
|
2021
Q1 | $239K | Sell |
666
-231
| -26% | -$82.9K | 0.13% | 89 |
|
|
2020
Q4 | $318K | Buy |
897
+1
| +0.1% | +$355 | 0.16% | 76 |
|
|
2020
Q3 | $279K | Buy |
896
+1
| +0.1% | +$311 | 0.15% | 78 |
|
|
2020
Q2 | $249K | Buy |
+895
| New | +$249K | 0.13% | 88 |
|
|
2020
Q1 | – | Sell |
-870
| Closed | -$213K | – | 120 |
|
|
2019
Q4 | $213K | Buy |
+870
| New | +$213K | 0.1% | 104 |
|