Polaris Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-495
| Closed | -$100K | – | 450 |
|
|
2018
Q3 | $100K | Buy |
+495
| New | +$100K | 0.01% | 193 |
|
|
2015
Q1 | – | Sell |
-1,940
| Closed | -$203K | – | 93 |
|
|
2014
Q4 | $203K | Buy |
+1,940
| New | +$203K | 0.04% | 75 |
|
|
2014
Q2 | – | Sell |
-975
| Closed | -$89K | – | 147 |
|
|
2014
Q1 | $89K | Sell |
975
-175
| -15% | -$16K | 0.02% | 92 |
|
|
2013
Q4 | $103K | Buy |
+1,150
| New | +$103K | 0.03% | 93 |
|