CWM
C2C Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,594
| Closed | -$1.08M | – | 224 |
|
|
2023
Q3 | $1.08M | Hold |
2,594
| – | – | 0.15% | 72 |
|
|
2023
Q2 | $1.18M | Sell |
2,594
-100
| -4% | -$45.5K | 0.16% | 71 |
|
|
2023
Q1 | $1.01M | Sell |
2,694
-100
| -4% | -$37.5K | 0.16% | 79 |
|
|
2022
Q4 | $924K | Hold |
2,794
| – | – | 0.16% | 64 |
|
|
2022
Q3 | $916K | Hold |
2,794
| – | – | 0.18% | 65 |
|
|
2022
Q2 | $970K | Hold |
2,794
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $1.1M | Buy |
2,794
+88
| +3% | +$34.6K | 0.19% | 67 |
|
|
2021
Q4 | $1.24M | Buy |
+2,706
| New | +$1.24M | 0.18% | 75 |
|