Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
9,612
+1,666
| +21% | +$1.11M | 0.15% | 129 |
|
|
2025
Q1 | $4.31M | Buy |
7,946
+75
| +1% | +$40.7K | 0.12% | 154 |
|
|
2024
Q4 | $4.89M | Buy |
7,871
+278
| +4% | +$173K | 0.14% | 142 |
|
|
2024
Q3 | $4.45M | Buy |
7,593
+10
| +0.1% | +$5.87K | 0.13% | 143 |
|
|
2024
Q2 | $4.37M | Buy |
7,583
+505
| +7% | +$291K | 0.14% | 130 |
|
|
2024
Q1 | $3.71M | Sell |
7,078
-276
| -4% | -$145K | 0.12% | 140 |
|
|
2023
Q4 | $3.56M | Sell |
7,354
-40
| -0.5% | -$19.4K | 0.14% | 122 |
|
|
2023
Q3 | $3.07M | Sell |
7,394
-176
| -2% | -$73K | 0.14% | 117 |
|
|
2023
Q2 | $3.35M | Buy |
7,570
+68
| +0.9% | +$30.1K | 0.15% | 116 |
|
|
2023
Q1 | $2.89M | Buy |
7,502
+3,844
| +105% | +$1.48M | 0.12% | 137 |
|
|
2022
Q4 | $1.17M | Buy |
3,658
+878
| +32% | +$280K | 0.06% | 251 |
|
|
2022
Q3 | $855K | Buy |
2,780
+18
| +0.7% | +$5.54K | 0.05% | 258 |
|
|
2022
Q2 | $902K | Buy |
2,762
+104
| +4% | +$34K | 0.05% | 222 |
|
|
2022
Q1 | $1.11M | Sell |
2,658
-18
| -0.7% | -$7.5K | 0.07% | 176 |
|
|
2021
Q4 | $1.23M | Buy |
+2,676
| New | +$1.23M | 0.07% | 168 |
|
|
2021
Q3 | – | Sell |
-668
| Closed | -$267K | – | 583 |
|
|
2021
Q2 | $267K | Hold |
668
| – | – | 0.02% | 447 |
|
|
2021
Q1 | $239K | Buy |
668
+50
| +8% | +$17.9K | 0.02% | 447 |
|
|
2020
Q4 | $219K | Buy |
+618
| New | +$219K | 0.02% | 379 |
|
|
2020
Q3 | – | Sell |
-832
| Closed | -$232K | – | 371 |
|
|
2020
Q2 | $232K | Buy |
832
+107
| +15% | +$29.8K | 0.03% | 275 |
|
|
2020
Q1 | $154K | Buy |
725
+206
| +40% | +$43.8K | 0.02% | 308 |
|
|
2019
Q4 | $127K | Hold |
519
| – | – | 0.02% | 361 |
|
|
2019
Q3 | $112K | Hold |
519
| – | – | 0.02% | 354 |
|
|
2019
Q2 | $109K | Sell |
519
-8
| -2% | -$1.68K | 0.02% | 360 |
|
|
2019
Q1 | $106K | Sell |
527
-10
| -2% | -$2.01K | 0.02% | 328 |
|
|
2018
Q4 | $90K | Hold |
537
| – | – | 0.02% | 327 |
|
|
2018
Q3 | $109K | Buy |
537
+37
| +7% | +$7.51K | 0.02% | 321 |
|
|
2018
Q2 | $91K | Buy |
500
+234
| +88% | +$42.6K | 0.02% | 348 |
|
|
2018
Q1 | $45K | Hold |
266
| – | – | 0.01% | 422 |
|
|
2017
Q4 | $44K | Buy |
266
+1
| +0.4% | +$165 | 0.01% | 394 |
|
|
2017
Q3 | $40K | Buy |
+265
| New | +$40K | 0.01% | 332 |
|