Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $793K | Buy |
1,351
+15
| +1% | +$8.8K | 0.17% | 94 |
|
|
2024
Q2 | $771K | Sell |
1,336
-46
| -3% | -$26.5K | 0.18% | 93 |
|
|
2024
Q1 | $725K | Buy |
1,382
+25
| +2% | +$13.1K | 0.17% | 98 |
|
|
2023
Q4 | $657K | Hold |
1,357
| – | – | 0.16% | 100 |
|
|
2023
Q3 | $563K | Sell |
1,357
-83
| -6% | -$34.4K | 0.15% | 94 |
|
|
2023
Q2 | $637K | Buy |
1,440
+145
| +11% | +$64.1K | 0.17% | 86 |
|
|
2023
Q1 | $499K | Sell |
1,295
-316
| -20% | -$122K | 0.14% | 106 |
|
|
2022
Q4 | $515K | Buy |
1,611
+655
| +69% | +$209K | 0.15% | 99 |
|
|
2022
Q3 | $294K | Sell |
956
-55
| -5% | -$16.9K | 0.09% | 131 |
|
|
2022
Q2 | $330K | Buy |
1,011
+1
| +0.1% | +$326 | 0.1% | 121 |
|
|
2022
Q1 | $421K | Buy |
1,010
+35
| +4% | +$14.6K | 0.11% | 111 |
|
|
2021
Q4 | $447K | Buy |
+975
| New | +$447K | 0.19% | 76 |
|