Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+356
| New | +$236K | 0.04% | 163 |
|
|
2025
Q1 | – | Sell |
-378
| Closed | -$235K | – | 179 |
|
|
2024
Q4 | $235K | Hold |
378
| – | – | 0.04% | 162 |
|
|
2024
Q3 | $222K | Hold |
378
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $218K | Buy |
+378
| New | +$218K | 0.04% | 166 |
|
|
2024
Q1 | – | Sell |
-415
| Closed | -$201K | – | 180 |
|
|
2023
Q4 | $201K | Sell |
415
-436
| -51% | -$211K | 0.04% | 171 |
|
|
2023
Q3 | $353K | Sell |
851
-9
| -1% | -$3.74K | 0.09% | 126 |
|
|
2023
Q2 | $380K | Hold |
860
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $332K | Buy |
860
+1
| +0.1% | +$386 | 0.08% | 140 |
|
|
2022
Q4 | $275K | Sell |
859
-25
| -3% | -$7.99K | 0.07% | 158 |
|
|
2022
Q3 | $272K | Hold |
884
| – | – | 0.08% | 157 |
|
|
2022
Q2 | $289K | Buy |
884
+1
| +0.1% | +$327 | 0.08% | 160 |
|
|
2022
Q1 | $368K | Sell |
883
-15
| -2% | -$6.25K | 0.09% | 149 |
|
|
2021
Q4 | $411K | Buy |
898
+2
| +0.2% | +$915 | 0.1% | 136 |
|
|
2021
Q3 | $360K | Hold |
896
| – | – | 0.1% | 142 |
|
|
2021
Q2 | $357K | Buy |
896
+1
| +0.1% | +$398 | 0.1% | 144 |
|
|
2021
Q1 | $321K | Hold |
895
| – | – | 0.11% | 138 |
|
|
2020
Q4 | $317K | Buy |
895
+1
| +0.1% | +$354 | 0.12% | 134 |
|
|
2020
Q3 | $278K | Buy |
894
+1
| +0.1% | +$311 | 0.12% | 134 |
|
|
2020
Q2 | $249K | Buy |
+893
| New | +$249K | 0.12% | 140 |
|
|
2020
Q1 | – | Sell |
-890
| Closed | -$218K | – | 171 |
|
|
2019
Q4 | $218K | Buy |
+890
| New | +$218K | 0.09% | 148 |
|
|
2019
Q1 | – | Sell |
-563
| Closed | -$94K | – | 381 |
|
|
2018
Q4 | $94K | Buy |
+563
| New | +$94K | 0.07% | 179 |
|