Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-135
| Closed | -$44K | – | 503 |
|
|
2022
Q2 | $44K | Hold |
135
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $56K | Buy |
135
+68
| +101% | +$28.2K | 0.02% | 240 |
|
|
2021
Q4 | $31K | Hold |
67
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $27K | Hold |
67
| – | – | 0.01% | 328 |
|
|
2021
Q2 | $27K | Buy |
+67
| New | +$27K | 0.01% | 321 |
|
|
2020
Q3 | – | Sell |
-156
| Closed | -$43K | – | 459 |
|
|
2020
Q2 | $43K | Hold |
156
| – | – | 0.02% | 226 |
|
|
2020
Q1 | $33K | Hold |
156
| – | – | 0.02% | 223 |
|
|
2019
Q4 | $38K | Hold |
156
| – | – | 0.02% | 235 |
|
|
2019
Q3 | $34K | Hold |
156
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $33K | Buy |
+156
| New | +$33K | 0.02% | 251 |
|