WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $998K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $893K | Buy |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $457K | Sell |
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|
2019
Q2 | $1.87M | Buy |
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