McDaniel Terry & Co’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
2021
Q3
Sell
-634
Closed -$253K 92
2021
Q2
$253K Hold
634
0.03% 81
2021
Q1
$227K Sell
634
-1,290
-67% -$462K 0.03% 82
2020
Q4
$681K Hold
1,924
0.09% 47
2020
Q3
$599K Hold
1,924
0.08% 48
2020
Q2
$536K Hold
1,924
0.08% 51
2020
Q1
$408K Hold
1,924
0.08% 46
2019
Q4
$471K Hold
1,924
0.07% 50
2019
Q3
$415K Buy
+1,924
New +$415K 0.07% 54