Riverpoint Wealth Management Holdings’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 | $1.28M | Buy |
1,931
+1
| +0.1% | +$663 | 0.3% | 28 |
|
2025
Q1 | $1.05M | Buy |
1,930
+3
| +0.2% | +$1.63K | 0.27% | 28 |
|
2024
Q4 | $1.2M | Buy |
1,927
+5
| +0.3% | +$3.11K | 0.31% | 28 |
|
2024
Q3 | $1.13M | Buy |
1,922
+2
| +0.1% | +$1.17K | 0.29% | 28 |
|
2024
Q2 | $1.11M | Hold |
1,920
| – | – | 0.31% | 28 |
|
2024
Q1 | $1.01M | Sell |
1,920
-15
| -0.8% | -$7.86K | 0.28% | 27 |
|
2023
Q4 | $937K | Buy |
1,935
+6
| +0.3% | +$2.91K | 0.28% | 27 |
|
2023
Q3 | $800K | Sell |
1,929
-137
| -7% | -$56.8K | 0.26% | 26 |
|
2023
Q2 | $913K | Hold |
2,066
| – | – | 0.29% | 25 |
|
2023
Q1 | $796K | Buy |
2,066
+1
| +0% | +$385 | 0.28% | 24 |
|
2022
Q4 | $660K | Buy |
2,065
+3
| +0.1% | +$958 | 0.24% | 25 |
|
2022
Q3 | $634K | Hold |
2,062
| – | – | 0.27% | 25 |
|
2022
Q2 | $673K | Buy |
2,062
+1
| +0% | +$326 | 0.27% | 24 |
|
2022
Q1 | $858K | Buy |
2,061
+94
| +5% | +$39.1K | 0.3% | 24 |
|
2021
Q4 | $901K | Buy |
1,967
+2
| +0.1% | +$916 | 0.31% | 24 |
|
2021
Q3 | $789K | Hold |
1,965
| – | – | 0.28% | 27 |
|
2021
Q2 | $784K | Hold |
1,965
| – | – | 0.22% | 43 |
|
2021
Q1 | $704K | Buy |
1,965
+1
| +0.1% | +$358 | 0.21% | 44 |
|
2020
Q4 | $695K | Buy |
1,964
+1
| +0.1% | +$354 | 0.22% | 43 |
|
2020
Q3 | $611K | Buy |
1,963
+1
| +0.1% | +$311 | 0.22% | 45 |
|
2020
Q2 | $547K | Buy |
1,962
+1
| +0.1% | +$279 | 0.21% | 43 |
|
2020
Q1 | $416K | Hold |
1,961
| – | – | 0.2% | 43 |
|
2019
Q4 | $480K | Buy |
1,961
+2
| +0.1% | +$490 | 0.19% | 49 |
|
2019
Q3 | $422K | Hold |
1,959
| – | – | 0.19% | 42 |
|
2019
Q2 | $413K | Buy |
1,959
+1
| +0.1% | +$211 | 0.19% | 41 |
|
2019
Q1 | $393K | Buy |
1,958
+1
| +0.1% | +$201 | 0.19% | 39 |
|
2018
Q4 | $327K | Buy |
1,957
+2
| +0.1% | +$334 | 0.18% | 45 |
|
2018
Q3 | $397K | Buy |
1,955
+2
| +0.1% | +$406 | 0.2% | 39 |
|
2018
Q2 | $354K | Buy |
1,953
+57
| +3% | +$10.3K | 0.2% | 37 |
|
2018
Q1 | $324K | Buy |
1,896
+1
| +0.1% | +$171 | 0.2% | 35 |
|
2017
Q4 | $312K | Buy |
1,895
+1
| +0.1% | +$165 | 0.19% | 37 |
|
2017
Q3 | $293K | Buy |
1,894
+1
| +0.1% | +$155 | 0.19% | 38 |
|
2017
Q2 | $270K | Buy |
1,893
+1
| +0.1% | +$143 | 0.19% | 39 |
|
2017
Q1 | $255K | Buy |
1,892
+1
| +0.1% | +$135 | 0.19% | 37 |
|
2016
Q4 | $237K | Buy |
+1,891
| New | +$237K | 0.19% | 34 |
|