Madison Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $3.14M | Sell |
7,564
-167
| -2% | -$69.3K | 0.66% | 48 |
|
2023
Q2 | $3.42M | Hold |
7,731
| – | – | 0.69% | 46 |
|
2023
Q1 | $2.98M | Sell |
7,731
-270
| -3% | -$104K | 0.64% | 50 |
|
2022
Q4 | $2.56M | Sell |
8,001
-74
| -0.9% | -$23.6K | 0.58% | 56 |
|
2022
Q3 | $2.48M | Sell |
8,075
-501
| -6% | -$154K | 0.61% | 50 |
|
2022
Q2 | $2.8M | Sell |
8,576
-130
| -1% | -$42.4K | 0.68% | 46 |
|
2022
Q1 | $3.63M | Hold |
8,706
| – | – | 0.76% | 39 |
|
2021
Q4 | $3.99M | Sell |
8,706
-66
| -0.8% | -$30.2K | 0.8% | 35 |
|
2021
Q3 | $3.52M | Hold |
8,772
| – | – | 0.77% | 35 |
|
2021
Q2 | $3.5M | Sell |
8,772
-95
| -1% | -$37.9K | 0.77% | 34 |
|
2021
Q1 | $3.18M | Sell |
8,867
-22
| -0.2% | -$7.89K | 0.78% | 36 |
|
2020
Q4 | $3.15M | Sell |
8,889
-95
| -1% | -$33.6K | 0.83% | 35 |
|
2020
Q3 | $2.8M | Sell |
8,984
-227
| -2% | -$70.7K | 0.84% | 34 |
|
2020
Q2 | $2.57M | Sell |
9,211
-320
| -3% | -$89.2K | 0.84% | 35 |
|
2020
Q1 | $2.02M | Sell |
9,531
-542
| -5% | -$115K | 0.81% | 34 |
|
2019
Q4 | $2.47M | Buy |
+10,073
| New | +$2.47M | 0.71% | 35 |
|