WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $196K | Buy |
1,393
+475
| +52% | +$66.8K | 0.04% | 372 |
|
|
2017
Q1 | $125K | Buy |
918
+337
| +58% | +$45.9K | 0.03% | 433 |
|
|
2016
Q4 | $71K | Hold |
581
| – | – | 0.02% | 632 |
|
|
2016
Q3 | $70K | Sell |
581
-130
| -18% | -$15.7K | 0.02% | 625 |
|
|
2016
Q2 | $76K | Sell |
711
-112
| -14% | -$12K | 0.02% | 576 |
|
|
2016
Q1 | $90K | Sell |
823
-74
| -8% | -$8.09K | 0.03% | 501 |
|
|
2015
Q4 | $97K | Buy |
897
+75
| +9% | +$8.11K | 0.03% | 477 |
|
|
2015
Q3 | $82K | Sell |
822
-436
| -35% | -$43.5K | 0.03% | 502 |
|
|
2015
Q2 | $134K | Buy |
1,258
+398
| +46% | +$42.4K | 0.04% | 458 |
|
|
2015
Q1 | $92K | Sell |
860
-100
| -10% | -$10.7K | 0.03% | 556 |
|
|
2014
Q4 | $100K | Sell |
960
-84
| -8% | -$8.75K | 0.02% | 639 |
|
|
2014
Q3 | $104K | Sell |
1,044
-40
| -4% | -$3.99K | 0.02% | 653 |
|
|
2014
Q2 | $105K | Buy |
1,084
+40
| +4% | +$3.88K | 0.02% | 645 |
|
|
2014
Q1 | $96K | Hold |
1,044
| – | – | 0.02% | 649 |
|
|
2013
Q4 | $93K | Sell |
1,044
-2,064
| -66% | -$184K | 0.01% | 772 |
|
|
2013
Q3 | $251K | Buy |
3,108
+2,274
| +273% | +$184K | 0.04% | 427 |
|
|
2013
Q2 | $62K | Buy |
+834
| New | +$62K | 0.01% | 809 |
|