Watermark Asset 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $59K | Buy |
355
+1
| +0.3% | +$166 | 0.03% | 80 |
|
2018
Q3 | $72K | Buy |
354
+33
| +10% | +$6.71K | 0.03% | 77 |
|
2018
Q2 | $58K | Hold |
321
| – | – | 0.02% | 87 |
|
2018
Q1 | $55K | Hold |
321
| – | – | 0.02% | 96 |
|
2017
Q4 | $53K | Sell |
321
-37
| -10% | -$6.11K | 0.02% | 97 |
|
2017
Q3 | $54K | Sell |
358
-50
| -12% | -$7.54K | 0.02% | 92 |
|
2017
Q2 | $57K | Sell |
408
-36
| -8% | -$5.03K | 0.03% | 89 |
|
2017
Q1 | $60K | Buy |
+444
| New | +$60K | 0.03% | 82 |
|