Steward Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $232K | Buy |
561
+183
| +48% | +$75.7K | 0.07% | 67 |
|
|
2023
Q2 | $167K | Hold |
378
| – | – | 0.05% | 71 |
|
|
2023
Q1 | $145K | Hold |
378
| – | – | 0.05% | 55 |
|
|
2022
Q4 | $120K | Buy |
+378
| New | +$120K | 0.06% | 51 |
|
|
2022
Q3 | – | Sell |
-207
| Closed | -$67K | – | 1272 |
|
|
2022
Q2 | $67K | Hold |
207
| – | – | 0.06% | 67 |
|
|
2022
Q1 | $86K | Hold |
207
| – | – | 0.08% | 54 |
|
|
2021
Q4 | $94K | Buy |
+207
| New | +$94K | 0.09% | 46 |
|