Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Sell |
3,361
-1,133
| -25% | -$353K | 0.04% | 186 |
|
|
2020
Q2 | $1.25M | Buy |
4,494
+95
| +2% | +$26.5K | 0.09% | 134 |
|
|
2020
Q1 | $932K | Sell |
4,399
-142
| -3% | -$30.1K | 0.08% | 143 |
|
|
2019
Q4 | $1.11M | Sell |
4,541
-545
| -11% | -$133K | 0.07% | 153 |
|
|
2019
Q3 | $1.1M | Sell |
5,086
-88
| -2% | -$19K | 0.08% | 131 |
|
|
2019
Q2 | $1.09M | Sell |
5,174
-16
| -0.3% | -$3.37K | 0.08% | 130 |
|
|
2019
Q1 | $1.04M | Sell |
5,190
-644
| -11% | -$129K | 0.08% | 134 |
|
|
2018
Q4 | $973K | Sell |
5,834
-750
| -11% | -$125K | 0.09% | 124 |
|
|
2018
Q3 | $1.33M | Sell |
6,584
-4
| -0.1% | -$810 | 0.11% | 108 |
|
|
2018
Q2 | $1.2M | Sell |
6,588
-552
| -8% | -$100K | 0.11% | 112 |
|
|
2018
Q1 | $1.22M | Sell |
7,140
-697
| -9% | -$119K | 0.12% | 110 |
|
|
2017
Q4 | $1.29M | Sell |
7,837
-902
| -10% | -$149K | 0.13% | 110 |
|
|
2017
Q3 | $1.33M | Buy |
8,739
+802
| +10% | +$122K | 0.14% | 104 |
|
|
2017
Q2 | $1.12M | Buy |
7,937
+6,444
| +432% | +$908K | 0.13% | 112 |
|
|
2017
Q1 | $202K | Buy |
1,493
+600
| +67% | +$81.2K | 0.03% | 390 |
|
|
2016
Q4 | $108K | Hold |
893
| – | – | 0.02% | 553 |
|
|
2016
Q3 | $107K | Buy |
893
+73
| +9% | +$8.75K | 0.02% | 553 |
|
|
2016
Q2 | $88K | Sell |
820
-845
| -51% | -$90.7K | 0.01% | 557 |
|
|
2016
Q1 | $182K | Sell |
1,665
-820
| -33% | -$89.6K | 0.03% | 387 |
|
|
2015
Q4 | $269K | Buy |
+2,485
| New | +$269K | 0.05% | 281 |
|