AWE
Avidian Wealth Enterprises’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
7,134
+269
| +4% | +$178K | 0.19% | 76 |
|
|
2025
Q1 | $3.72M | Sell |
6,865
-92
| -1% | -$49.9K | 0.17% | 85 |
|
|
2024
Q4 | $4.33M | Sell |
6,957
-348
| -5% | -$216K | 0.19% | 78 |
|
|
2024
Q3 | $4.28M | Buy |
7,305
+239
| +3% | +$140K | 0.19% | 76 |
|
|
2024
Q2 | $4.07M | Buy |
7,066
+531
| +8% | +$306K | 0.17% | 76 |
|
|
2024
Q1 | $3.43M | Sell |
6,535
-73
| -1% | -$38.3K | 0.17% | 73 |
|
|
2023
Q4 | $3.2M | Buy |
6,608
+1,162
| +21% | +$562K | 0.2% | 79 |
|
|
2023
Q3 | $2.26M | Sell |
5,446
-37
| -0.7% | -$15.4K | 0.16% | 95 |
|
|
2023
Q2 | $2.42M | Buy |
5,483
+1,961
| +56% | +$867K | 0.16% | 99 |
|
|
2023
Q1 | $1.36M | Sell |
3,522
-341
| -9% | -$131K | 0.07% | 165 |
|
|
2022
Q4 | $1.23M | Buy |
3,863
+285
| +8% | +$91K | 0.08% | 150 |
|
|
2022
Q3 | $1.1M | Sell |
3,578
-33
| -0.9% | -$10.1K | 0.08% | 140 |
|
|
2022
Q2 | $1.18M | Sell |
3,611
-322
| -8% | -$105K | 0.08% | 146 |
|
|
2022
Q1 | $1.64M | Sell |
3,933
-189
| -5% | -$78.7K | 0.1% | 130 |
|
|
2021
Q4 | $1.89M | Buy |
+4,122
| New | +$1.89M | 0.12% | 115 |
|
|
2020
Q1 | – | Sell |
-920
| Closed | -$225K | – | 255 |
|
|
2019
Q4 | $225K | Buy |
+920
| New | +$225K | 0.03% | 211 |
|