Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $80K | Buy |
200
+75
| +60% | +$30K | 0.01% | 188 |
|
|
2021
Q4 | $57K | Hold |
125
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $50K | Buy |
+125
| New | +$50K | 0.01% | 234 |
|
|
2016
Q4 | – | Sell |
-1,241
| Closed | -$149K | – | 188 |
|
|
2016
Q3 | $149K | Hold |
1,241
| – | – | 0.04% | 42 |
|
|
2016
Q2 | $133K | Hold |
1,241
| – | – | 0.04% | 45 |
|
|
2016
Q1 | $136K | Hold |
1,241
| – | – | 0.04% | 47 |
|
|
2015
Q4 | $134K | Buy |
+1,241
| New | +$134K | 0.04% | 45 |
|