Wealthstar Advisors’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 | $1.03M | Hold |
1,555
| – | – | 0.39% | 51 |
|
2025
Q1 | $843K | Hold |
1,555
| – | – | 0.39% | 58 |
|
2024
Q4 | $967K | Buy |
+1,555
| New | +$967K | 0.42% | 49 |
|
2024
Q2 | – | Sell |
-1,555
| Closed | -$815K | – | 135 |
|
2024
Q1 | $815K | Buy |
1,555
+366
| +31% | +$192K | 0.28% | 52 |
|
2023
Q4 | $575K | Hold |
1,189
| – | – | 0.09% | 58 |
|
2023
Q3 | $493K | Hold |
1,189
| – | – | 0.19% | 54 |
|
2023
Q2 | $526K | Hold |
1,189
| – | – | 0.22% | 40 |
|
2023
Q1 | $458K | Hold |
1,189
| – | – | 0.17% | 52 |
|
2022
Q4 | $380K | Hold |
1,189
| – | – | 0.17% | 58 |
|
2022
Q3 | $366K | Sell |
1,189
-47
| -4% | -$14.5K | 0.17% | 59 |
|
2022
Q2 | $403K | Hold |
1,236
| – | – | 0.16% | 63 |
|
2022
Q1 | $515K | Hold |
1,236
| – | – | 0.19% | 60 |
|
2021
Q4 | $566K | Hold |
1,236
| – | – | 0.19% | 46 |
|
2021
Q3 | $496K | Buy |
1,236
+58
| +5% | +$23.3K | 0.15% | 50 |
|
2021
Q2 | $470K | Buy |
+1,178
| New | +$470K | 0.15% | 58 |
|
2020
Q1 | $313K | Sell |
1,477
-33
| -2% | -$6.99K | 0.22% | 38 |
|
2019
Q4 | $371K | Buy |
1,510
+326
| +28% | +$80.1K | 0.23% | 34 |
|
2019
Q3 | $256K | Hold |
1,184
| – | – | 0.14% | 51 |
|
2019
Q2 | $250K | Buy |
+1,184
| New | +$250K | 0.15% | 48 |
|