Axxcess 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 | $2.76M | Buy |
4,158
+287
| +7% | +$190K | 0.06% | 233 |
|
|
2025
Q1 | $2.1M | Buy |
3,871
+433
| +13% | +$235K | 0.06% | 256 |
|
|
2024
Q4 | $2.14M | Sell |
3,438
-122
| -3% | -$75.9K | 0.05% | 258 |
|
|
2024
Q3 | $2.09M | Sell |
3,560
-1,051
| -23% | -$616K | 0.05% | 256 |
|
|
2024
Q2 | $2.66M | Buy |
4,611
+1,267
| +38% | +$731K | 0.07% | 211 |
|
|
2024
Q1 | $1.75M | Buy |
3,344
+878
| +36% | +$460K | 0.05% | 268 |
|
|
2023
Q4 | $1.19M | Sell |
2,466
-1,869
| -43% | -$905K | 0.03% | 322 |
|
|
2023
Q3 | $1.44M | Buy |
4,335
+952
| +28% | +$316K | 0.05% | 251 |
|
|
2023
Q2 | $1.5M | Buy |
3,383
+2,007
| +146% | +$888K | 0.11% | 171 |
|
|
2023
Q1 | $530K | Sell |
1,376
-826
| -38% | -$318K | 0.04% | 361 |
|
|
2022
Q4 | $703K | Sell |
2,202
-242
| -10% | -$77.3K | 0.06% | 289 |
|
|
2022
Q3 | $751K | Sell |
2,444
-55
| -2% | -$16.9K | 0.07% | 237 |
|
|
2022
Q2 | $816K | Buy |
2,499
+634
| +34% | +$207K | 0.08% | 214 |
|
|
2022
Q1 | $776K | Buy |
1,865
+87
| +5% | +$36.2K | 0.06% | 265 |
|
|
2021
Q4 | $814K | Buy |
+1,778
| New | +$814K | 0.06% | 250 |
|