Surevest’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 | $123K | Buy |
400
+32
| +9% | +$9.84K | 0.03% | 153 |
|
|
2022
Q2 | $120K | Sell |
368
-1
| -0.3% | -$326 | 0.03% | 158 |
|
|
2022
Q1 | $154K | Sell |
369
-1
| -0.3% | -$417 | 0.04% | 142 |
|
|
2021
Q4 | $170K | Buy |
+370
| New | +$170K | 0.04% | 128 |
|
|
2021
Q1 | – | Sell |
-589
| Closed | -$208K | – | 95 |
|
|
2020
Q4 | $208K | Buy |
+589
| New | +$208K | 0.07% | 87 |
|
|
2020
Q1 | – | Sell |
-1,021
| Closed | -$250K | – | 140 |
|
|
2019
Q4 | $250K | Buy |
1,021
+2
| +0.2% | +$490 | 0.11% | 131 |
|
|
2019
Q3 | $220K | Sell |
1,019
-76
| -7% | -$16.4K | 0.11% | 124 |
|
|
2019
Q2 | $231K | Sell |
1,095
-719
| -40% | -$152K | 0.12% | 125 |
|
|
2019
Q1 | $364K | Sell |
1,814
-190
| -9% | -$38.1K | 0.22% | 99 |
|
|
2018
Q4 | $334K | Buy |
+2,004
| New | +$334K | 0.26% | 73 |
|