SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $257K | Sell |
727
-763
| -51% | -$270K | 0.02% | 211 |
|
|
2020
Q3 | $464K | Buy |
1,490
+705
| +90% | +$220K | 0.05% | 154 |
|
|
2020
Q2 | $219K | Buy |
+785
| New | +$219K | 0.02% | 190 |
|
|
2019
Q2 | – | Sell |
-1,254
| Closed | -$252K | – | 219 |
|
|
2019
Q1 | $252K | Hold |
1,254
| – | – | 0.02% | 192 |
|
|
2018
Q4 | $209K | Sell |
1,254
-268
| -18% | -$44.7K | 0.02% | 197 |
|
|
2018
Q3 | $308K | Hold |
1,522
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $276K | Buy |
+1,522
| New | +$276K | 0.03% | 186 |
|