YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $368K | Sell |
1,152
-145
| -11% | -$46.3K | 0.09% | 153 |
|
|
2022
Q3 | $399K | Buy |
1,297
+43
| +3% | +$13.2K | 0.1% | 141 |
|
|
2022
Q2 | $409K | Hold |
1,254
| – | – | 0.11% | 147 |
|
|
2022
Q1 | $522K | Sell |
1,254
-15
| -1% | -$6.24K | 0.11% | 134 |
|
|
2021
Q4 | $581K | Hold |
1,269
| – | – | 0.13% | 125 |
|
|
2021
Q3 | $509K | Buy |
1,269
+40
| +3% | +$16K | 0.13% | 125 |
|
|
2021
Q2 | $490K | Buy |
1,229
+15
| +1% | +$5.98K | 0.13% | 127 |
|
|
2021
Q1 | $435K | Hold |
1,214
| – | – | 0.13% | 132 |
|
|
2020
Q4 | $430K | Sell |
1,214
-150
| -11% | -$53.1K | 0.14% | 117 |
|
|
2020
Q3 | $425K | Sell |
1,364
-91
| -6% | -$28.4K | 0.18% | 102 |
|
|
2020
Q2 | $406K | Hold |
1,455
| – | – | 0.19% | 102 |
|
|
2020
Q1 | $308K | Sell |
1,455
-45
| -3% | -$9.53K | 0.19% | 115 |
|
|
2019
Q4 | $367K | Hold |
1,500
| – | – | 0.17% | 128 |
|
|
2019
Q3 | $323K | Sell |
1,500
-25
| -2% | -$5.38K | 0.16% | 127 |
|
|
2019
Q2 | $322K | Hold |
1,525
| – | – | 0.14% | 130 |
|
|
2019
Q1 | $306K | Sell |
1,525
-151
| -9% | -$30.3K | 0.14% | 132 |
|
|
2018
Q4 | $280K | Sell |
1,676
-100
| -6% | -$16.7K | 0.15% | 132 |
|
|
2018
Q3 | $360K | Hold |
1,776
| – | – | 0.16% | 123 |
|
|
2018
Q2 | $322K | Hold |
1,776
| – | – | 0.14% | 138 |
|
|
2018
Q1 | $309K | Hold |
1,776
| – | – | 0.14% | 141 |
|
|
2017
Q4 | $294K | Hold |
1,776
| – | – | 0.14% | 141 |
|
|
2017
Q3 | $270K | Buy |
1,776
+366
| +26% | +$55.6K | 0.14% | 142 |
|
|
2017
Q2 | $197K | Hold |
1,410
| – | – | 0.1% | 175 |
|
|
2017
Q1 | $198K | Hold |
1,410
| – | – | 0.1% | 169 |
|
|
2016
Q4 | $171K | Buy |
+1,410
| New | +$171K | 0.1% | 171 |
|