Wealthcare Advisory Partners’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.88M | Sell |
74,308
-1,324
| -2% | -$145K | 0.17% | 120 |
|
|
2026
Q1 | $6.6M | Buy |
75,632
+656
| +0.9% | +$60.4K | 0.13% | 148 |
|
|
2025
Q4 | $7.06M | Sell |
74,976
-3,272
| -4% | -$311K | 0.14% | 136 |
|
|
2025
Q3 | $7.3M | Buy |
78,248
+1,352
| +2% | +$118K | 0.15% | 124 |
|
|
2025
Q2 | $6.38M | Buy |
76,896
+13,328
| +21% | +$969K | 0.15% | 129 |
|
|
2025
Q1 | $4.31M | Buy |
63,568
+600
| +1% | +$45.2K | 0.12% | 154 |
|
|
2024
Q4 | $4.89M | Buy |
62,968
+2,224
| +4% | +$171K | 0.14% | 142 |
|
|
2024
Q3 | $4.45M | Buy |
60,744
+80
| +0.1% | +$5.68K | 0.13% | 143 |
|
|
2024
Q2 | $4.37M | Buy |
60,664
+4,040
| +7% | +$269K | 0.14% | 130 |
|
|
2024
Q1 | $3.71M | Sell |
56,624
-2,208
| -4% | -$140K | 0.12% | 140 |
|
|
2023
Q4 | $3.56M | Sell |
58,832
-320
| -0.5% | -$17.8K | 0.14% | 122 |
|
|
2023
Q3 | $3.07M | Sell |
59,152
-1,408
| -2% | -$76.6K | 0.14% | 117 |
|
|
2023
Q2 | $3.35M | Buy |
60,560
+544
| +0.9% | +$27.3K | 0.15% | 116 |
|
|
2023
Q1 | $2.89M | Buy |
60,016
+30,752
| +105% | +$1.36M | 0.12% | 137 |
|
|
2022
Q4 | $1.17M | Buy |
29,264
+7,024
| +32% | +$287K | 0.06% | 251 |
|
|
2022
Q3 | $855K | Buy |
22,240
+144
| +0.7% | +$6.33K | 0.05% | 258 |
|
|
2022
Q2 | $902K | Buy |
22,096
+832
| +4% | +$37.5K | 0.05% | 222 |
|
|
2022
Q1 | $1.11M | Sell |
21,264
-144
| -0.7% | -$7.39K | 0.07% | 176 |
|
|
2021
Q4 | $1.23M | Buy |
+21,408
| New | +$1.18M | 0.07% | 168 |
|
|
2021
Q3 | – | Sell |
-5,344
| Closed | -$267K | – | 583 |
|
|
2021
Q2 | $267K | Hold |
5,344
| – | – | 0.02% | 447 |
|
|
2021
Q1 | $239K | Buy |
5,344
+400
| +8% | +$18K | 0.02% | 447 |
|
|
2020
Q4 | $219K | Buy |
+4,944
| New | +$203K | 0.02% | 379 |
|
|
2020
Q3 | – | Sell |
-6,656
| Closed | -$232K | – | 371 |
|
|
2020
Q2 | $232K | Buy |
6,656
+856
| +15% | +$26.7K | 0.03% | 275 |
|
|
2020
Q1 | $154K | Buy |
5,800
+1,648
| +40% | +$50K | 0.02% | 308 |
|
|
2019
Q4 | $127K | Hold |
4,152
| – | – | 0.02% | 361 |
|
|
2019
Q3 | $112K | Hold |
4,152
| – | – | 0.02% | 354 |
|
|
2019
Q2 | $109K | Sell |
4,152
-64
| -2% | -$1.65K | 0.02% | 360 |
|
|
2019
Q1 | $106K | Sell |
4,216
-80
| -2% | -$1.86K | 0.02% | 328 |
|
|
2018
Q4 | $90K | Hold |
4,296
| – | – | 0.02% | 327 |
|
|
2018
Q3 | $109K | Buy |
4,296
+296
| +7% | +$7.2K | 0.02% | 321 |
|
|
2018
Q2 | $91K | Buy |
4,000
+1,872
| +88% | +$42K | 0.02% | 348 |
|
|
2018
Q1 | $45K | Hold |
2,128
| – | – | 0.01% | 422 |
|
|
2017
Q4 | $44K | Buy |
2,128
+8
| +0.4% | +$162 | 0.01% | 394 |
|
|
2017
Q3 | $40K | Buy |
+2,120
| New | +$39.3K | 0.01% | 332 |
|
Other funds holding VGT
AAG
MPWT
MAM
TWG
AAS
KL
PWM
FFC
CA
JCFM