WAS
WESPAC Advisors SoCal’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+308
| New | +$204K | 0.05% | 102 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$21K | – | 297 |
|
|
2019
Q1 | $21K | Buy |
+105
| New | +$21K | 0.01% | 173 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 375 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 300 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | – | – | 243 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 302 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 288 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 254 |
|
|
2017
Q1 | $678 | Hold |
5
| – | – | ﹤0.01% | 243 |
|
|
2016
Q4 | $608 | Hold |
5
| – | – | ﹤0.01% | 251 |
|
|
2016
Q3 | $602 | Hold |
5
| – | – | ﹤0.01% | 276 |
|
|
2016
Q2 | $535 | Hold |
5
| – | – | ﹤0.01% | 273 |
|
|
2016
Q1 | $547 | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2015
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 264 |
|