River 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 | $344K | Hold |
519
| – | – | 0.04% | 173 |
|
|
2025
Q1 | $281K | Sell |
519
-334
| -39% | -$181K | 0.04% | 180 |
|
|
2024
Q4 | $530K | Sell |
853
-174
| -17% | -$108K | 0.07% | 150 |
|
|
2024
Q3 | $602K | Sell |
1,027
-1
| -0.1% | -$587 | 0.08% | 139 |
|
|
2024
Q2 | $593K | Hold |
1,028
| – | – | 0.09% | 130 |
|
|
2024
Q1 | $539K | Hold |
1,028
| – | – | 0.08% | 139 |
|
|
2023
Q4 | $498K | Sell |
1,028
-95
| -8% | -$46K | 0.08% | 143 |
|
|
2023
Q3 | $466K | Sell |
1,123
-408
| -27% | -$169K | 0.08% | 143 |
|
|
2023
Q2 | $677K | Sell |
1,531
-50
| -3% | -$22.1K | 0.11% | 135 |
|
|
2023
Q1 | $609K | Sell |
1,581
-90
| -5% | -$34.7K | 0.11% | 136 |
|
|
2022
Q4 | $534K | Hold |
1,671
| – | – | 0.1% | 140 |
|
|
2022
Q3 | $514K | Sell |
1,671
-865
| -34% | -$266K | 0.11% | 137 |
|
|
2022
Q2 | $828K | Buy |
2,536
+30
| +1% | +$9.8K | 0.15% | 124 |
|
|
2022
Q1 | $1.04M | Buy |
2,506
+25
| +1% | +$10.4K | 0.17% | 117 |
|
|
2021
Q4 | $1.14M | Buy |
2,481
+126
| +5% | +$57.7K | 0.18% | 112 |
|
|
2021
Q3 | $945K | Sell |
2,355
-4
| -0.2% | -$1.61K | 0.16% | 114 |
|
|
2021
Q2 | $941K | Buy |
2,359
+51
| +2% | +$20.3K | 0.16% | 116 |
|
|
2021
Q1 | $827K | Sell |
2,308
-15
| -0.6% | -$5.38K | 0.16% | 118 |
|
|
2020
Q4 | $822K | Sell |
2,323
-15
| -0.6% | -$5.31K | 0.18% | 111 |
|
|
2020
Q3 | $728K | Sell |
2,338
-31
| -1% | -$9.65K | 0.19% | 109 |
|
|
2020
Q2 | $660K | Buy |
2,369
+2
| +0.1% | +$557 | 0.2% | 107 |
|
|
2020
Q1 | $501K | Buy |
2,367
+174
| +8% | +$36.8K | 0.2% | 106 |
|
|
2019
Q4 | $537K | Buy |
2,193
+375
| +21% | +$91.8K | 0.18% | 109 |
|
|
2019
Q3 | $392K | Buy |
1,818
+800
| +79% | +$172K | 0.15% | 124 |
|
|
2019
Q2 | $215K | Buy |
+1,018
| New | +$215K | 0.08% | 158 |
|
|
2019
Q1 | – | Sell |
-809
| Closed | -$135K | – | 485 |
|
|
2018
Q4 | $135K | Sell |
809
-450
| -36% | -$75.1K | 0.06% | 172 |
|
|
2018
Q3 | $255K | Buy |
1,259
+67
| +6% | +$13.6K | 0.09% | 151 |
|
|
2018
Q2 | $216K | Buy |
+1,192
| New | +$216K | 0.08% | 156 |
|