Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-727
| Closed | -$224K | – | 190 |
|
|
2022
Q3 | $224K | Hold |
727
| – | – | 0.07% | 91 |
|
|
2022
Q2 | $237K | Hold |
727
| – | – | 0.07% | 92 |
|
|
2022
Q1 | $303K | Hold |
727
| – | – | 0.08% | 83 |
|
|
2021
Q4 | $333K | Hold |
727
| – | – | 0.1% | 75 |
|
|
2021
Q3 | $292K | Buy |
727
+67
| +10% | +$26.9K | 0.09% | 80 |
|
|
2021
Q2 | $263K | Hold |
660
| – | – | 0.07% | 97 |
|
|
2021
Q1 | $237K | Hold |
660
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $234K | Hold |
660
| – | – | 0.07% | 100 |
|
|
2020
Q3 | $206K | Hold |
660
| – | – | 0.07% | 97 |
|
|
2020
Q2 | $184K | Buy |
+660
| New | +$184K | 0.06% | 94 |
|
|
2020
Q1 | – | Sell |
-645
| Closed | -$158K | – | 213 |
|
|
2019
Q4 | $158K | Hold |
645
| – | – | 0.06% | 110 |
|
|
2019
Q3 | $139K | Buy |
+645
| New | +$139K | 0.05% | 105 |
|