SEIA
Signature Estate & Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.12M | Buy |
10,738
+601
| +6% | +$399K | 0.16% | 68 |
|
2025
Q1 | $5.5M | Buy |
10,137
+747
| +8% | +$405K | 0.14% | 75 |
|
2024
Q4 | $5.84M | Sell |
9,390
-260
| -3% | -$162K | 0.15% | 63 |
|
2024
Q3 | $5.66M | Buy |
9,650
+161
| +2% | +$94.4K | 0.13% | 64 |
|
2024
Q2 | $5.47M | Buy |
9,489
+5,958
| +169% | +$3.44M | 0.14% | 66 |
|
2024
Q1 | $1.85M | Sell |
3,531
-403
| -10% | -$211K | 0.05% | 76 |
|
2023
Q4 | $1.9M | Sell |
3,934
-21
| -0.5% | -$10.2K | 0.06% | 81 |
|
2023
Q3 | $1.64M | Buy |
3,955
+15
| +0.4% | +$6.22K | 0.06% | 78 |
|
2023
Q2 | $1.74M | Sell |
3,940
-137
| -3% | -$60.6K | 0.06% | 78 |
|
2023
Q1 | $1.57M | Sell |
4,077
-66
| -2% | -$25.4K | 0.06% | 82 |
|
2022
Q4 | $1.32M | Buy |
4,143
+523
| +14% | +$167K | 0.05% | 88 |
|
2022
Q3 | $1.11M | Buy |
3,620
+86
| +2% | +$26.4K | 0.05% | 88 |
|
2022
Q2 | $1.15M | Hold |
3,534
| – | – | 0.06% | 87 |
|
2022
Q1 | $1.47M | Sell |
3,534
-53
| -1% | -$22.1K | 0.07% | 76 |
|
2021
Q4 | $1.64M | Sell |
3,587
-28
| -0.8% | -$12.8K | 0.07% | 75 |
|
2021
Q3 | $1.45M | Sell |
3,615
-48
| -1% | -$19.3K | 0.07% | 75 |
|
2021
Q2 | $1.46M | Sell |
3,663
-1,002
| -21% | -$400K | 0.07% | 76 |
|
2021
Q1 | $1.67M | Buy |
4,665
+21
| +0.5% | +$7.53K | 0.08% | 78 |
|
2020
Q4 | $1.64M | Sell |
4,644
-164
| -3% | -$58K | 0.09% | 72 |
|
2020
Q3 | $1.5M | Sell |
4,808
-53
| -1% | -$16.5K | 0.09% | 68 |
|
2020
Q2 | $1.36M | Buy |
4,861
+410
| +9% | +$114K | 0.1% | 68 |
|
2020
Q1 | $943K | Buy |
+4,451
| New | +$943K | 0.08% | 89 |
|