CVM
Cheviot Value 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 | $322K | Hold |
461
| – | – | 0.04% | 98 |
|
|
2025
Q1 | $260K | Hold |
461
| – | – | 0.03% | 100 |
|
|
2024
Q4 | $287K | Hold |
461
| – | – | 0.05% | 61 |
|
|
2024
Q3 | $270K | Hold |
461
| – | – | 0.05% | 59 |
|
|
2024
Q2 | $266K | Hold |
461
| – | – | 0.05% | 59 |
|
|
2024
Q1 | $242K | Hold |
461
| – | – | 0.05% | 55 |
|
|
2023
Q4 | $223K | Buy |
+461
| New | +$223K | 0.05% | 69 |
|
|
2023
Q3 | – | Sell |
-461
| Closed | -$204K | – | 75 |
|
|
2023
Q2 | $204K | Buy |
+461
| New | +$204K | 0.04% | 72 |
|
|
2022
Q1 | – | Sell |
-461
| Closed | -$211K | – | 81 |
|
|
2021
Q4 | $211K | Buy |
+461
| New | +$211K | 0.05% | 73 |
|
|
2018
Q4 | – | Sell |
-4,995
| Closed | -$1.01M | – | 68 |
|
|
2018
Q3 | $1.01M | Buy |
4,995
+775
| +18% | +$157K | 0.48% | 37 |
|
|
2018
Q2 | $766K | Buy |
4,220
+884
| +26% | +$160K | 0.38% | 39 |
|
|
2018
Q1 | $570K | Buy |
3,336
+1,752
| +111% | +$299K | 0.3% | 41 |
|
|
2017
Q4 | $261K | Buy |
+1,584
| New | +$261K | 0.14% | 52 |
|