Kowal Investment Group’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 | $215K | Hold |
367
| – | – | 0.04% | 190 |
|
2024
Q2 | $212K | Sell |
367
-69
| -16% | -$39.8K | 0.04% | 173 |
|
2024
Q1 | $229K | Sell |
436
-27
| -6% | -$14.2K | 0.05% | 164 |
|
2023
Q4 | $224K | Buy |
+463
| New | +$224K | 0.05% | 156 |
|
2021
Q4 | – | Sell |
-84
| Closed | -$34K | – | 910 |
|
2021
Q3 | $34K | Buy |
+84
| New | +$34K | 0.01% | 294 |
|