Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.5M | Sell |
5,160
-184
| -3% | -$89.1K | 0.9% | 28 |
|
|
2023
Q3 | $2.22M | Sell |
5,344
-200
| -4% | -$83K | 0.9% | 28 |
|
|
2023
Q2 | $2.45M | Sell |
5,544
-275
| -5% | -$122K | 1.01% | 27 |
|
|
2023
Q1 | $2.24M | Sell |
5,819
-214
| -4% | -$82.5K | 0.99% | 25 |
|
|
2022
Q4 | $1.93M | Sell |
6,033
-74
| -1% | -$23.6K | 0.89% | 26 |
|
|
2022
Q3 | $1.88M | Sell |
6,107
-106
| -2% | -$32.6K | 0.99% | 22 |
|
|
2022
Q2 | $2.03M | Sell |
6,213
-13
| -0.2% | -$4.25K | 1% | 21 |
|
|
2022
Q1 | $2.36M | Sell |
6,226
-74
| -1% | -$28K | 1.13% | 20 |
|
|
2021
Q4 | $2.89M | Sell |
6,300
-863
| -12% | -$395K | 1.28% | 17 |
|
|
2021
Q3 | $2.57M | Buy |
7,163
+218
| +3% | +$78.2K | 1.38% | 18 |
|
|
2021
Q2 | $2.77M | Sell |
6,945
-218
| -3% | -$86.9K | 1.32% | 18 |
|
|
2021
Q1 | $2.57M | Sell |
7,163
-555
| -7% | -$199K | 1.38% | 18 |
|
|
2020
Q4 | $2.74M | Sell |
7,718
-1,689
| -18% | -$599K | 1.54% | 17 |
|
|
2020
Q3 | $2.96M | Sell |
9,407
-2,059
| -18% | -$649K | 1.88% | 15 |
|
|
2020
Q2 | $3.27M | Sell |
11,466
-2,831
| -20% | -$808K | 2.14% | 14 |
|
|
2020
Q1 | $3.35M | Sell |
14,297
-766
| -5% | -$180K | 2.3% | 12 |
|
|
2019
Q4 | $3.94M | Sell |
15,063
-1,395
| -8% | -$365K | 2.3% | 12 |
|
|
2019
Q3 | $3.55M | Sell |
16,458
-20
| -0.1% | -$4.31K | 2.2% | 11 |
|
|
2019
Q2 | $3.48M | Buy |
16,478
+2
| +0% | +$422 | 2.13% | 11 |
|
|
2019
Q1 | $3.31M | Sell |
16,476
-135
| -0.8% | -$27.1K | 2.17% | 11 |
|
|
2018
Q4 | $2.77M | Sell |
16,611
-239
| -1% | -$39.9K | 1.81% | 12 |
|
|
2018
Q3 | $3.41M | Sell |
16,850
-1,186
| -7% | -$240K | 2.03% | 12 |
|
|
2018
Q2 | $3.27M | Sell |
18,036
-181
| -1% | -$32.8K | 2.03% | 13 |
|
|
2018
Q1 | $3.12M | Sell |
18,217
-1,401
| -7% | -$240K | 1.95% | 13 |
|
|
2017
Q4 | $3.23M | Sell |
19,618
-1,270
| -6% | -$209K | 2.04% | 11 |
|
|
2017
Q3 | $3.18M | Sell |
20,888
-1,193
| -5% | -$181K | 2.14% | 12 |
|
|
2017
Q2 | $3.11M | Sell |
22,081
-1,375
| -6% | -$194K | 2.23% | 11 |
|
|
2017
Q1 | $3.18M | Sell |
23,456
-4,375
| -16% | -$593K | 2.37% | 11 |
|
|
2016
Q4 | $3.38M | Sell |
27,831
-3,334
| -11% | -$405K | 2.7% | 10 |
|
|
2016
Q3 | $3.75M | Sell |
31,165
-10,215
| -25% | -$1.23M | 3.19% | 10 |
|
|
2016
Q2 | $4.43M | Sell |
41,380
-12,615
| -23% | -$1.35M | 4.14% | 8 |
|
|
2016
Q1 | $5.91M | Sell |
53,995
-6,180
| -10% | -$677K | 6% | 5 |
|
|
2015
Q4 | $6.52M | Buy |
60,175
+52,402
| +674% | +$5.67M | 6.87% | 3 |
|
|
2015
Q3 | $7.77M | Sell |
7,773
-70,057
| -90% | -$70.1M | 8.57% | 4 |
|
|
2015
Q2 | $8.27M | Buy |
77,830
+610
| +0.8% | +$64.8K | 8.55% | 4 |
|
|
2015
Q1 | $8.23M | Sell |
77,220
-1,530
| -2% | -$163K | 8.64% | 3 |
|
|
2014
Q4 | $8.23M | Buy |
+78,750
| New | +$8.23M | 8.49% | 3 |
|