AWA
Acorn Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
441
+1
| +0.2% | +$663 | 0.11% | 184 |
|
|
2025
Q1 | $239K | Sell |
440
-158
| -26% | -$85.8K | 0.1% | 207 |
|
|
2024
Q4 | $372K | Sell |
598
-36
| -6% | -$22.4K | 0.15% | 131 |
|
|
2024
Q3 | $372K | Hold |
634
| – | – | 0.16% | 131 |
|
|
2024
Q2 | $365K | Hold |
634
| – | – | 0.18% | 116 |
|
|
2024
Q1 | $332K | Buy |
634
+2
| +0.3% | +$1.05K | 0.17% | 123 |
|
|
2023
Q4 | $306K | Buy |
632
+2
| +0.3% | +$969 | 0.18% | 124 |
|
|
2023
Q3 | $262K | Buy |
630
+108
| +21% | +$44.8K | 0.17% | 136 |
|
|
2023
Q2 | $231K | Hold |
522
| – | – | 0.16% | 152 |
|
|
2023
Q1 | $201K | Buy |
+522
| New | +$201K | 0.15% | 163 |
|
|
2018
Q3 | – | Sell |
-358
| Closed | -$66K | – | 431 |
|
|
2018
Q2 | $66K | Hold |
358
| – | – | 0.06% | 224 |
|
|
2018
Q1 | $62K | Buy |
+358
| New | +$62K | 0.05% | 228 |
|