Strategic Financial Partners’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
Q1 | – | Sell |
-629
| Closed | -$201K | – | 74 |
|
|
2022
Q4 | $201K | Sell |
629
-31
| -5% | -$9.91K | 0.12% | 69 |
|
|
2022
Q3 | $203K | Sell |
660
-31
| -4% | -$9.54K | 0.13% | 60 |
|
|
2022
Q2 | $226K | Hold |
691
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $288K | Sell |
691
-53
| -7% | -$22.1K | 0.15% | 56 |
|
|
2021
Q4 | $341K | Buy |
744
+12
| +2% | +$5.5K | 0.17% | 54 |
|
|
2021
Q3 | $294K | Buy |
732
+104
| +17% | +$41.8K | 0.16% | 57 |
|
|
2021
Q2 | $250K | Buy |
628
+37
| +6% | +$14.7K | 0.14% | 61 |
|
|
2021
Q1 | $212K | Buy |
+591
| New | +$212K | 0.13% | 62 |
|