CWA
Canvas Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
357
-308
| -46% | -$214K | 0.05% | 174 |
|
|
2025
Q1 | $335K | Buy |
665
+98
| +17% | +$49.4K | 0.09% | 127 |
|
|
2024
Q4 | $353K | Hold |
567
| – | – | 0.09% | 120 |
|
|
2024
Q3 | $333K | Buy |
567
+5
| +0.9% | +$2.94K | 0.09% | 119 |
|
|
2024
Q2 | $309K | Hold |
562
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $280K | Sell |
562
-121
| -18% | -$60.3K | 0.09% | 106 |
|
|
2023
Q4 | $329K | Buy |
683
+131
| +24% | +$63.1K | 0.12% | 96 |
|
|
2023
Q3 | $226K | Hold |
552
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $247K | Sell |
552
-23
| -4% | -$10.3K | 0.09% | 116 |
|
|
2023
Q1 | $219K | Sell |
575
-102
| -15% | -$38.8K | 0.09% | 128 |
|
|
2022
Q4 | $225K | Sell |
677
-100
| -13% | -$33.3K | 0.09% | 131 |
|
|
2022
Q3 | $252K | Sell |
777
-75
| -9% | -$24.3K | 0.11% | 107 |
|
|
2022
Q2 | $278K | Sell |
852
-2,411
| -74% | -$787K | 0.11% | 101 |
|
|
2022
Q1 | $1.22M | Buy |
+3,263
| New | +$1.22M | 0.44% | 55 |
|