Regal Investment 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 | $1.24M | Buy |
1,869
+363
| +24% | +$241K | 0.09% | 207 |
|
|
2025
Q1 | $817K | Buy |
1,506
+198
| +15% | +$107K | 0.07% | 243 |
|
|
2024
Q4 | $813K | Buy |
1,308
+168
| +15% | +$104K | 0.06% | 253 |
|
|
2024
Q3 | $669K | Sell |
1,140
-664
| -37% | -$390K | 0.05% | 299 |
|
|
2024
Q2 | $1.04M | Buy |
1,804
+517
| +40% | +$298K | 0.07% | 251 |
|
|
2024
Q1 | $675K | Buy |
1,287
+95
| +8% | +$49.8K | 0.05% | 302 |
|
|
2023
Q4 | $577K | Buy |
1,192
+206
| +21% | +$99.7K | 0.04% | 301 |
|
|
2023
Q3 | $409K | Buy |
986
+305
| +45% | +$127K | 0.03% | 325 |
|
|
2023
Q2 | $301K | Sell |
681
-429
| -39% | -$190K | 0.03% | 394 |
|
|
2023
Q1 | $428K | Sell |
1,110
-15
| -1% | -$5.78K | 0.04% | 310 |
|
|
2022
Q4 | $359K | Sell |
1,125
-112
| -9% | -$35.8K | 0.03% | 344 |
|
|
2022
Q3 | $380K | Buy |
1,237
+50
| +4% | +$15.4K | 0.04% | 314 |
|
|
2022
Q2 | $388K | Sell |
1,187
-71
| -6% | -$23.2K | 0.04% | 327 |
|
|
2022
Q1 | $524K | Sell |
1,258
-265
| -17% | -$110K | 0.05% | 303 |
|
|
2021
Q4 | $698K | Sell |
1,523
-400
| -21% | -$183K | 0.06% | 289 |
|
|
2021
Q3 | $772K | Sell |
1,923
-3
| -0.2% | -$1.2K | 0.07% | 272 |
|
|
2021
Q2 | $768K | Buy |
+1,926
| New | +$768K | 0.08% | 261 |
|
|
2021
Q1 | – | Sell |
-2,020
| Closed | -$715K | – | 409 |
|
|
2020
Q4 | $715K | Buy |
+2,020
| New | +$715K | 0.08% | 221 |
|
|
2020
Q3 | – | Sell |
-3,054
| Closed | -$851K | – | 283 |
|
|
2020
Q2 | $851K | Buy |
+3,054
| New | +$851K | 0.16% | 137 |
|
|
2013
Q3 | – | Sell |
-29
| Closed | -$2K | – | 966 |
|
|
2013
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 811 |
|