SGCA
Steel Grove Capital 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 | $3.35M | Sell |
5,044
-132
| -3% | -$87.6K | 0.4% | 27 |
|
|
2025
Q1 | $2.81M | Sell |
5,176
-125
| -2% | -$67.8K | 0.43% | 24 |
|
|
2024
Q4 | $3.3M | Sell |
5,301
-92
| -2% | -$57.2K | 0.45% | 22 |
|
|
2024
Q3 | $3.15M | Sell |
5,393
-180
| -3% | -$105K | 0.44% | 19 |
|
|
2024
Q2 | $3.21M | Sell |
5,573
-4,420
| -44% | -$2.55M | 0.44% | 21 |
|
|
2024
Q1 | $5.24M | Sell |
9,993
-597
| -6% | -$313K | 0.7% | 18 |
|
|
2023
Q4 | $5.13M | Buy |
10,590
+245
| +2% | +$119K | 0.69% | 20 |
|
|
2023
Q3 | $4.29M | Buy |
10,345
+25
| +0.2% | +$10.4K | 0.57% | 24 |
|
|
2023
Q2 | $4.56M | Buy |
10,320
+1,360
| +15% | +$601K | 0.57% | 24 |
|
|
2023
Q1 | $3.45M | Buy |
8,960
+620
| +7% | +$239K | 0.46% | 28 |
|
|
2022
Q4 | $2.66M | Buy |
+8,340
| New | +$2.66M | 0.38% | 34 |
|
|
2019
Q1 | – | Sell |
-4,659
| Closed | -$777K | – | 269 |
|
|
2018
Q4 | $777K | Buy |
+4,659
| New | +$777K | 0.11% | 156 |
|