WOSD
WFA of San Diego’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
+200
| New | +$133K | 0.1% | 119 |
|
|
2024
Q3 | $117K | Hold |
200
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $115K | Buy |
+200
| New | +$115K | 0.1% | 115 |
|
|
2023
Q3 | $5.81K | Hold |
14
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $6.19K | Buy |
+14
| New | +$6.19K | 0.01% | 297 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$4.47K | – | 411 |
|
|
2022
Q4 | $4.47K | Buy |
+14
| New | +$4.47K | ﹤0.01% | 413 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$7K | – | 383 |
|
|
2022
Q2 | $7K | Buy |
+20
| New | +$7K | 0.01% | 307 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$353 | – | 127 |
|
|
2020
Q4 | $353 | Buy |
+30
| New | +$353 | 0.09% | 21 |
|