Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,998
| Closed | -$716K | – | 316 |
|
|
2021
Q1 | $716K | Sell |
1,998
-293
| -13% | -$105K | 0.07% | 210 |
|
|
2020
Q4 | $811K | Sell |
2,291
-5
| -0.2% | -$1.77K | 0.08% | 182 |
|
|
2020
Q3 | $715K | Buy |
2,296
+21
| +0.9% | +$6.54K | 0.08% | 183 |
|
|
2020
Q2 | $634K | Sell |
2,275
-55
| -2% | -$15.3K | 0.08% | 181 |
|
|
2020
Q1 | $494K | Buy |
2,330
+150
| +7% | +$31.8K | 0.07% | 193 |
|
|
2019
Q4 | $534K | Hold |
2,180
| – | – | 0.06% | 229 |
|
|
2019
Q3 | $485K | Buy |
2,180
+10
| +0.5% | +$2.23K | 0.06% | 226 |
|
|
2019
Q2 | $458K | Hold |
2,170
| – | – | 0.06% | 236 |
|
|
2019
Q1 | $435K | Hold |
2,170
| – | – | 0.06% | 243 |
|
|
2018
Q4 | $383K | Sell |
2,170
-2,925
| -57% | -$516K | 0.05% | 239 |
|
|
2018
Q3 | $1.03M | Hold |
5,095
| – | – | 0.13% | 150 |
|
|
2018
Q2 | $924K | Hold |
5,095
| – | – | 0.12% | 159 |
|
|
2018
Q1 | $871K | Sell |
5,095
-160
| -3% | -$27.4K | 0.11% | 169 |
|
|
2017
Q4 | $866K | Buy |
+5,255
| New | +$866K | 0.1% | 172 |
|