LifePlan Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $258K | Buy |
827
+774
| +1,460% | +$241K | 0.11% | 113 |
|
2020
Q2 | $15K | Hold |
53
| – | – | 0.01% | 376 |
|
2020
Q1 | $11K | Hold |
53
| – | – | 0.01% | 392 |
|
2019
Q4 | $13K | Hold |
53
| – | – | 0.01% | 398 |
|
2019
Q3 | $11K | Hold |
53
| – | – | 0.01% | 407 |
|
2019
Q2 | $11K | Hold |
53
| – | – | 0.01% | 398 |
|
2019
Q1 | $11K | Sell |
53
-248
| -82% | -$51.5K | 0.01% | 401 |
|
2018
Q4 | $50K | Hold |
301
| – | – | 0.03% | 232 |
|
2018
Q3 | $61K | Hold |
301
| – | – | 0.03% | 231 |
|
2018
Q2 | $55K | Sell |
301
-2
| -0.7% | -$365 | 0.03% | 231 |
|
2018
Q1 | $52K | Buy |
+303
| New | +$52K | 0.03% | 221 |
|