MSH Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-888
| Closed | -$368K | – | 230 |
|
|
2023
Q3 | $368K | Sell |
888
-59
| -6% | -$24.5K | 0.14% | 152 |
|
|
2023
Q2 | $419K | Sell |
947
-5
| -0.5% | -$2.21K | 0.15% | 144 |
|
|
2023
Q1 | $367K | Sell |
952
-50
| -5% | -$19.3K | 0.16% | 143 |
|
|
2022
Q4 | $320K | Buy |
1,002
+4
| +0.4% | +$1.28K | 0.14% | 143 |
|
|
2022
Q3 | $307K | Sell |
998
-9
| -0.9% | -$2.77K | 0.15% | 136 |
|
|
2022
Q2 | $329K | Sell |
1,007
-22
| -2% | -$7.18K | 0.15% | 139 |
|
|
2022
Q1 | $429K | Buy |
1,029
+16
| +2% | +$6.66K | 0.18% | 121 |
|
|
2021
Q4 | $464K | Buy |
+1,013
| New | +$464K | 0.21% | 107 |
|