APWA
Atlas Private 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 | $755K | Hold |
1,138
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $617K | Hold |
1,138
| – | – | 0.09% | 100 |
|
|
2024
Q4 | $707K | Sell |
1,138
-164
| -13% | -$102K | 0.1% | 87 |
|
|
2024
Q3 | $764K | Hold |
1,302
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $751K | Buy |
1,302
+541
| +71% | +$312K | 0.12% | 76 |
|
|
2024
Q1 | $399K | Sell |
761
-761
| -50% | -$399K | 0.13% | 72 |
|
|
2023
Q4 | $736K | Buy |
1,522
+2
| +0.1% | +$968 | 0.14% | 67 |
|
|
2023
Q3 | $631K | Sell |
1,520
-172
| -10% | -$71.4K | 0.12% | 93 |
|
|
2023
Q2 | $748K | Buy |
1,692
+846
| +100% | +$374K | 0.15% | 88 |
|
|
2023
Q1 | $326K | Sell |
846
-34
| -4% | -$13.1K | 0.15% | 100 |
|
|
2022
Q4 | $281K | Sell |
880
-27
| -3% | -$8.62K | 0.15% | 104 |
|
|
2022
Q3 | $279K | Sell |
907
-17
| -2% | -$5.23K | 0.17% | 105 |
|
|
2022
Q2 | $302K | Sell |
924
-35
| -4% | -$11.4K | 0.18% | 104 |
|
|
2022
Q1 | $399K | Buy |
959
+137
| +17% | +$57K | 0.18% | 92 |
|
|
2021
Q4 | $376K | Buy |
822
+15
| +2% | +$6.86K | 0.17% | 102 |
|
|
2021
Q3 | $324K | Hold |
807
| – | – | 0.17% | 110 |
|
|
2021
Q2 | $322K | Sell |
807
-23
| -3% | -$9.18K | 0.17% | 95 |
|
|
2021
Q1 | $297K | Sell |
830
-14
| -2% | -$5.01K | 0.17% | 95 |
|
|
2020
Q4 | $299K | Buy |
844
+18
| +2% | +$6.38K | 0.2% | 90 |
|
|
2020
Q3 | $257K | Buy |
826
+18
| +2% | +$5.6K | 0.21% | 84 |
|
|
2020
Q2 | $225K | Buy |
+808
| New | +$225K | 0.2% | 102 |
|