Strategic Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-875
| Closed | -$544K | – | 118 |
|
|
2024
Q4 | $544K | Sell |
875
-18
| -2% | -$11.2K | 0.06% | 93 |
|
|
2024
Q3 | $510K | Sell |
893
-2,971
| -77% | -$1.7M | 0.05% | 95 |
|
|
2024
Q2 | $2.25M | Buy |
+3,864
| New | +$2.25M | 0.28% | 58 |
|
|
2023
Q4 | $1.6M | Buy |
3,309
+134
| +4% | +$64.9K | 0.24% | 54 |
|
|
2023
Q3 | $1.32M | Sell |
3,175
-24
| -0.8% | -$9.96K | 0.24% | 54 |
|
|
2023
Q2 | $1.41M | Buy |
3,199
+179
| +6% | +$79.1K | 0.22% | 64 |
|
|
2023
Q1 | $1.16M | Buy |
3,020
+493
| +20% | +$190K | 0.22% | 66 |
|
|
2022
Q4 | $842K | Buy |
2,527
+214
| +9% | +$71.3K | 0.19% | 59 |
|
|
2022
Q3 | $711K | Buy |
2,313
+298
| +15% | +$91.6K | 0.2% | 58 |
|
|
2022
Q2 | $658K | Sell |
2,015
-686
| -25% | -$224K | 0.16% | 87 |
|
|
2022
Q1 | $1.13M | Buy |
2,701
+183
| +7% | +$76.2K | 0.27% | 50 |
|
|
2021
Q4 | $1.15M | Buy |
2,518
+196
| +8% | +$89.7K | 0.3% | 51 |
|
|
2021
Q3 | $934K | Buy |
2,322
+514
| +28% | +$207K | 0.28% | 51 |
|
|
2021
Q2 | $721K | Buy |
1,808
+151
| +9% | +$60.2K | 0.26% | 50 |
|
|
2021
Q1 | $594K | Sell |
1,657
-95
| -5% | -$34.1K | 0.28% | 50 |
|
|
2020
Q4 | $620K | Buy |
1,752
+232
| +15% | +$82.1K | 0.36% | 51 |
|
|
2020
Q3 | $473K | Buy |
1,520
+138
| +10% | +$42.9K | 0.36% | 56 |
|
|
2020
Q2 | $385K | Buy |
+1,382
| New | +$385K | 0.38% | 59 |
|