LFS
Legacy Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Hold |
402
| – | – | 0.05% | 107 |
|
2025
Q1 | $218K | Hold |
402
| – | – | 0.05% | 110 |
|
2024
Q4 | $250K | Buy |
+402
| New | +$250K | 0.05% | 103 |
|
2018
Q3 | – | Sell |
-4,659
| Closed | -$845K | – | 87 |
|
2018
Q2 | $845K | Sell |
4,659
-718
| -13% | -$130K | 0.76% | 14 |
|
2018
Q1 | $920K | Sell |
5,377
-917
| -15% | -$157K | 0.9% | 15 |
|
2017
Q4 | $1.04M | Buy |
+6,294
| New | +$1.04M | 1.1% | 16 |
|