Private Wealth Advisors (California)’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 | $1.4M | Buy |
2,105
+163
| +8% | +$108K | 0.51% | 48 |
|
|
2025
Q1 | $1.05M | Sell |
1,942
-103
| -5% | -$55.9K | 0.38% | 51 |
|
|
2024
Q4 | $1.27M | Sell |
2,045
-4
| -0.2% | -$2.49K | 0.5% | 44 |
|
|
2024
Q3 | $1.17M | Sell |
2,049
-80
| -4% | -$45.7K | 0.45% | 47 |
|
|
2024
Q2 | $1.24M | Sell |
2,129
-22
| -1% | -$12.8K | 0.48% | 45 |
|
|
2024
Q1 | $1.13M | Sell |
2,151
-755
| -26% | -$396K | 0.46% | 47 |
|
|
2023
Q4 | $1.41M | Sell |
2,906
-45
| -2% | -$21.8K | 0.55% | 40 |
|
|
2023
Q3 | $1.22M | Sell |
2,951
-3
| -0.1% | -$1.25K | 0.52% | 41 |
|
|
2023
Q2 | $1.31M | Sell |
2,954
-7
| -0.2% | -$3.1K | 0.53% | 40 |
|
|
2023
Q1 | $1.14M | Sell |
2,961
-30
| -1% | -$11.6K | 0.48% | 41 |
|
|
2022
Q4 | $955K | Hold |
2,991
| – | – | 0.32% | 44 |
|
|
2022
Q3 | $919K | Hold |
2,991
| – | – | 0.43% | 44 |
|
|
2022
Q2 | $1.14M | Sell |
2,991
-271
| -8% | -$103K | 0.42% | 45 |
|
|
2022
Q1 | $1.36M | Buy |
3,262
+259
| +9% | +$108K | 0.43% | 41 |
|
|
2021
Q4 | $1.38M | Buy |
3,003
+6
| +0.2% | +$2.75K | 0.29% | 37 |
|
|
2021
Q3 | $1.33M | Sell |
2,997
-10
| -0.3% | -$4.42K | 0.32% | 48 |
|
|
2021
Q2 | $1.2M | Sell |
3,007
-185
| -6% | -$73.8K | 0.37% | 50 |
|
|
2021
Q1 | $1.14M | Sell |
3,192
-131
| -4% | -$47K | 0.39% | 43 |
|
|
2020
Q4 | $1.18M | Sell |
3,323
-17
| -0.5% | -$6.04K | 0.41% | 36 |
|
|
2020
Q3 | $1.04M | Buy |
3,340
+142
| +4% | +$44.2K | 0.54% | 29 |
|
|
2020
Q2 | $891K | Sell |
3,198
-25
| -0.8% | -$6.97K | 0.62% | 25 |
|
|
2020
Q1 | $683K | Sell |
3,223
-976
| -23% | -$207K | 0.56% | 31 |
|
|
2019
Q4 | $1.03M | Sell |
4,199
-3,046
| -42% | -$746K | 0.59% | 38 |
|
|
2019
Q3 | $1.56M | Sell |
7,245
-1,533
| -17% | -$331K | 1.02% | 22 |
|
|
2019
Q2 | $1.76M | Hold |
8,778
| – | – | 1.2% | 21 |
|
|
2019
Q1 | $1.76M | Sell |
8,778
-74
| -0.8% | -$14.8K | 1.2% | 21 |
|
|
2018
Q4 | $1.48M | Buy |
+8,852
| New | +$1.48M | 1.19% | 21 |
|