SWA
Sutton Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $82.9K | Hold |
200
| – | – | 0.04% | 185 |
|
|
2023
Q2 | $88.3K | Buy |
200
+124
| +163% | +$54.7K | 0.04% | 179 |
|
|
2023
Q1 | $29.2K | Hold |
76
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $24.1K | Sell |
76
-540
| -88% | -$171K | 0.01% | 622 |
|
|
2022
Q3 | $189K | Buy |
616
+541
| +721% | +$166K | 0.08% | 171 |
|
|
2022
Q2 | $24.5K | Hold |
75
| – | – | 0.01% | 597 |
|
|
2022
Q1 | $31.2K | Hold |
75
| – | – | 0.01% | 560 |
|
|
2021
Q4 | $34.3K | Hold |
75
| – | – | 0.01% | 530 |
|
|
2021
Q3 | $29.9K | Buy |
+75
| New | +$29.9K | 0.01% | 561 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$5.06K | – | 1196 |
|
|
2018
Q3 | $5.06K | Hold |
25
| – | – | ﹤0.01% | 897 |
|
|
2018
Q2 | $4.54K | Hold |
25
| – | – | ﹤0.01% | 931 |
|
|
2018
Q1 | $4.28K | Buy |
+25
| New | +$4.28K | ﹤0.01% | 937 |
|