AWM
Activest Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 975 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 929 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$331 | – | 685 |
|
|
2024
Q3 | $331 | Buy |
+1
| New | +$331 | ﹤0.01% | 501 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 512 |
|
|
2022
Q1 | – | Sell |
-218
| Closed | -$100K | – | 380 |
|
|
2021
Q4 | $100K | Sell |
218
-216
| -50% | -$99.1K | 0.06% | 73 |
|
|
2021
Q3 | $174K | Hold |
434
| – | – | 0.12% | 57 |
|
|
2021
Q2 | $173K | Sell |
434
-546
| -56% | -$218K | 0.13% | 53 |
|
|
2021
Q1 | $351K | Buy |
+980
| New | +$351K | 0.29% | 42 |
|