Sugarloaf Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $179K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $526 | Sell |
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|
2020
Q4 | $198K | Sell |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $182K | Hold |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $158K | Buy |
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