LA
Legacy Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,530
| Closed | -$830K | – | 390 |
|
|
2025
Q1 | $830K | Hold |
1,530
| – | – | 0.09% | 187 |
|
|
2024
Q4 | $951K | Buy |
1,530
+2
| +0.1% | +$1.24K | 0.09% | 167 |
|
|
2024
Q3 | $898K | Sell |
1,528
-249
| -14% | -$146K | 0.1% | 168 |
|
|
2024
Q2 | $1.03M | Hold |
1,777
| – | – | 0.12% | 127 |
|
|
2024
Q1 | $932K | Buy |
1,777
+251
| +16% | +$132K | 0.12% | 140 |
|
|
2023
Q4 | $739K | Sell |
1,526
-118
| -7% | -$57.1K | 0.1% | 161 |
|
|
2023
Q3 | $684K | Buy |
1,644
+376
| +30% | +$156K | 0.11% | 154 |
|
|
2023
Q2 | $561K | Buy |
1,268
+520
| +70% | +$230K | 0.08% | 162 |
|
|
2023
Q1 | $288K | Buy |
748
+1
| +0.1% | +$386 | 0.05% | 203 |
|
|
2022
Q4 | $239K | Buy |
747
+3
| +0.4% | +$958 | 0.04% | 215 |
|
|
2022
Q3 | $229K | Hold |
744
| – | – | 0.05% | 200 |
|
|
2022
Q2 | $243K | Buy |
744
+1
| +0.1% | +$327 | 0.05% | 190 |
|
|
2022
Q1 | $309K | Buy |
743
+1
| +0.1% | +$416 | 0.06% | 161 |
|
|
2021
Q4 | $340K | Buy |
742
+2
| +0.3% | +$916 | 0.12% | 87 |
|
|
2021
Q3 | $298K | Hold |
740
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $295K | Buy |
740
+2
| +0.3% | +$797 | 0.12% | 90 |
|
|
2021
Q1 | $265K | Hold |
738
| – | – | 0.12% | 99 |
|
|
2020
Q4 | $261K | Buy |
738
+1
| +0.1% | +$354 | 0.15% | 88 |
|
|
2020
Q3 | $230K | Buy |
737
+1
| +0.1% | +$312 | 0.15% | 94 |
|
|
2020
Q2 | $205K | Buy |
+736
| New | +$205K | 0.16% | 95 |
|
|
2019
Q3 | – | Sell |
-650
| Closed | -$137K | – | 324 |
|
|
2019
Q2 | $137K | Buy |
650
+1
| +0.2% | +$211 | 0.09% | 137 |
|
|
2019
Q1 | $130K | Buy |
+649
| New | +$130K | 0.04% | 135 |
|