WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.1K | Hold |
50
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $29.3K | Hold |
50
| – | – | 0.01% | 422 |
|
|
2024
Q2 | $28.8K | Hold |
50
| – | – | 0.01% | 398 |
|
|
2024
Q1 | $26.2K | Buy |
+50
| New | +$26.2K | 0.01% | 410 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$20.7K | – | 836 |
|
|
2023
Q3 | $20.7K | Hold |
50
| – | – | 0.01% | 419 |
|
|
2023
Q2 | $22.1K | Hold |
50
| – | – | 0.01% | 419 |
|
|
2023
Q1 | $19.3K | Buy |
+50
| New | +$19.3K | 0.01% | 440 |
|