AFS
Axiom Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
25,836
-1,044
| -4% | -$692K | 9.56% | 4 |
|
|
2025
Q1 | $14.6M | Buy |
26,880
+438
| +2% | +$238K | 8.64% | 4 |
|
|
2024
Q4 | $16.4M | Sell |
26,442
-871
| -3% | -$542K | 9.17% | 3 |
|
|
2024
Q3 | $16M | Buy |
27,313
+2,623
| +11% | +$1.54M | 8.46% | 4 |
|
|
2024
Q2 | $14.2M | Sell |
24,690
-220
| -0.9% | -$127K | 9.25% | 4 |
|
|
2024
Q1 | $13.1M | Sell |
24,910
-1,580
| -6% | -$828K | 8.32% | 4 |
|
|
2023
Q4 | $12.8M | Sell |
26,490
-308
| -1% | -$149K | 8.32% | 4 |
|
|
2023
Q3 | $11.1M | Sell |
26,798
-7,789
| -23% | -$3.23M | 7.46% | 4 |
|
|
2023
Q2 | $15.3M | Sell |
34,587
-3,757
| -10% | -$1.66M | 8.77% | 3 |
|
|
2023
Q1 | $14.8M | Sell |
38,344
-54
| -0.1% | -$20.8K | 8.22% | 4 |
|
|
2022
Q4 | $12.3M | Buy |
38,398
+335
| +0.9% | +$107K | 7.7% | 3 |
|
|
2022
Q3 | $11.7M | Buy |
38,063
+64
| +0.2% | +$19.7K | 6.22% | 4 |
|
|
2022
Q2 | $12.4M | Buy |
37,999
+1,395
| +4% | +$456K | 6.53% | 4 |
|
|
2022
Q1 | $13.4M | Buy |
36,604
+2,160
| +6% | +$791K | 6.75% | 4 |
|
|
2021
Q4 | $15.8M | Buy |
34,444
+4,361
| +14% | +$2M | 7.17% | 3 |
|
|
2021
Q3 | $12.1M | Sell |
30,083
-501
| -2% | -$201K | 5.69% | 5 |
|
|
2021
Q2 | $12.2M | Sell |
30,584
-3,226
| -10% | -$1.29M | 5.62% | 7 |
|
|
2021
Q1 | $12.1M | Sell |
33,810
-2,600
| -7% | -$932K | 5.95% | 6 |
|
|
2020
Q4 | $11.3M | Hold |
36,410
| – | – | 6.81% | 4 |
|
|
2020
Q3 | $11.3M | Buy |
36,410
+287
| +0.8% | +$89.4K | 6.81% | 4 |
|
|
2020
Q2 | $10.1M | Buy |
36,123
+5,023
| +16% | +$1.4M | 6.56% | 5 |
|
|
2020
Q1 | $6.59M | Buy |
+31,100
| New | +$6.59M | 5.32% | 7 |
|