BWM
BCS 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 | $349K | Buy |
527
+11
| +2% | +$7.29K | 0.08% | 192 |
|
2025
Q1 | $280K | Hold |
516
| – | – | 0.07% | 202 |
|
2024
Q4 | $321K | Hold |
516
| – | – | 0.08% | 193 |
|
2024
Q3 | $303K | Buy |
516
+72
| +16% | +$42.3K | 0.13% | 127 |
|
2024
Q2 | $256K | Hold |
444
| – | – | 0.12% | 132 |
|
2024
Q1 | $233K | Buy |
+444
| New | +$233K | 0.07% | 217 |
|