Moser 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 | $710K | Sell |
1,071
-50
| -4% | -$33.2K | 0.34% | 51 |
|
|
2025
Q1 | $608K | Buy |
1,121
+45
| +4% | +$24.4K | 0.32% | 55 |
|
|
2024
Q4 | $669K | Sell |
1,076
-35
| -3% | -$21.8K | 0.35% | 50 |
|
|
2024
Q3 | $652K | Buy |
1,111
+95
| +9% | +$55.7K | 0.34% | 51 |
|
|
2024
Q2 | $586K | Buy |
1,016
+75
| +8% | +$43.2K | 0.32% | 52 |
|
|
2024
Q1 | $493K | Buy |
941
+133
| +16% | +$69.7K | 0.27% | 60 |
|
|
2023
Q4 | $391K | Sell |
808
-100
| -11% | -$48.4K | 0.25% | 60 |
|
|
2023
Q3 | $377K | Buy |
908
+410
| +82% | +$170K | 0.26% | 57 |
|
|
2023
Q2 | $220K | Buy |
+498
| New | +$220K | 0.15% | 63 |
|
|
2022
Q4 | $220K | Sell |
689
-100
| -13% | -$31.9K | 0.17% | 60 |
|
|
2022
Q3 | $243K | Hold |
789
| – | – | 0.19% | 62 |
|
|
2022
Q2 | $258K | Sell |
789
-79
| -9% | -$25.8K | 0.19% | 61 |
|
|
2022
Q1 | $362K | Buy |
868
+60
| +7% | +$25K | 0.23% | 60 |
|
|
2021
Q4 | $370K | Sell |
808
-50
| -6% | -$22.9K | 0.22% | 61 |
|
|
2021
Q3 | $344K | Buy |
858
+45
| +6% | +$18K | 0.22% | 65 |
|
|
2021
Q2 | $324K | Buy |
813
+295
| +57% | +$118K | 0.21% | 64 |
|
|
2021
Q1 | $186K | Hold |
518
| – | – | 0.13% | 66 |
|
|
2020
Q4 | $183K | Hold |
518
| – | – | 0.13% | 62 |
|
|
2020
Q3 | $161K | Buy |
518
+148
| +40% | +$46K | 0.13% | 60 |
|
|
2020
Q2 | $103K | Sell |
370
-76
| -17% | -$21.2K | 0.1% | 62 |
|
|
2020
Q1 | $95K | Hold |
446
| – | – | 0.11% | 57 |
|
|
2019
Q4 | $109K | Buy |
+446
| New | +$109K | 0.1% | 66 |
|