Sheaff Brock 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
Q1 | $271K | Sell |
499
-92
| -16% | -$49.9K | 0.02% | 346 |
|
2024
Q4 | $368K | Hold |
591
| – | – | 0.03% | 302 |
|
2024
Q3 | $347K | Sell |
591
-36
| -6% | -$21.1K | 0.03% | 310 |
|
2024
Q2 | $362K | Hold |
627
| – | – | 0.03% | 299 |
|
2024
Q1 | $329K | Buy |
627
+180
| +40% | +$94.4K | 0.02% | 334 |
|
2023
Q4 | $216K | Buy |
+447
| New | +$216K | 0.02% | 398 |
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$203K | – | 653 |
|
2017
Q1 | $203K | Sell |
1,500
-239
| -14% | -$32.3K | 0.03% | 508 |
|
2016
Q4 | $211K | Buy |
+1,739
| New | +$211K | 0.03% | 504 |
|