CWM
Cedar 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 | $221K | Hold |
333
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $181K | Hold |
333
| – | – | 0.06% | 85 |
|
|
2024
Q4 | $207K | Sell |
333
-14
| -4% | -$8.71K | 0.07% | 72 |
|
|
2024
Q3 | $204K | Hold |
347
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $200K | Sell |
347
-12
| -3% | -$6.92K | 0.07% | 103 |
|
|
2024
Q1 | $188K | Buy |
359
+26
| +8% | +$13.6K | 0.06% | 113 |
|
|
2023
Q4 | $161K | Hold |
333
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $138K | Hold |
333
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $147K | Hold |
333
| – | – | 0.06% | 115 |
|
|
2023
Q1 | $128K | Hold |
333
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $106K | Hold |
333
| – | – | 0.05% | 109 |
|
|
2022
Q3 | $102K | Hold |
333
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $109K | Hold |
333
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $139K | Hold |
333
| – | – | 0.06% | 133 |
|
|
2021
Q4 | $153K | Buy |
+333
| New | +$153K | 0.06% | 134 |
|