CWA
Clarus 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 | $243K | Sell |
362
-109
| -23% | -$73.2K | 0.11% | 82 |
|
|
2025
Q1 | $251K | Buy |
471
+1
| +0.2% | +$533 | 0.13% | 79 |
|
|
2024
Q4 | $286K | Hold |
470
| – | – | 0.14% | 101 |
|
|
2024
Q3 | $273K | Hold |
470
| – | – | 0.14% | 102 |
|
|
2024
Q2 | $285K | Buy |
470
+1
| +0.2% | +$606 | 0.15% | 97 |
|
|
2024
Q1 | $241K | Hold |
469
| – | – | 0.14% | 107 |
|
|
2023
Q4 | $229K | Buy |
+469
| New | +$229K | 0.14% | 104 |
|
|
2023
Q2 | $204K | Buy |
+468
| New | +$204K | 0.12% | 119 |
|
|
2022
Q1 | – | Sell |
-461
| Closed | -$204K | – | 126 |
|
|
2021
Q4 | $204K | Buy |
+461
| New | +$204K | 0.12% | 98 |
|
|
2021
Q3 | – | Sell |
-1,081
| Closed | -$440K | – | 109 |
|
|
2021
Q2 | $440K | Sell |
1,081
-207
| -16% | -$84.3K | 0.28% | 66 |
|
|
2021
Q1 | $492K | Buy |
1,288
+1
| +0.1% | +$382 | 0.31% | 59 |
|
|
2020
Q4 | $456K | Hold |
1,287
| – | – | 0.3% | 61 |
|
|
2020
Q3 | $400K | Sell |
1,287
-99
| -7% | -$30.8K | 0.31% | 66 |
|
|
2020
Q2 | $392K | Sell |
1,386
-2,393
| -63% | -$677K | 0.33% | 63 |
|
|
2020
Q1 | $765K | Buy |
3,779
+587
| +18% | +$119K | 0.76% | 29 |
|
|
2019
Q4 | $807K | Buy |
3,192
+1,813
| +131% | +$458K | 0.53% | 44 |
|
|
2019
Q3 | $297K | Hold |
1,379
| – | – | 0.22% | 96 |
|
|
2019
Q2 | $291K | Buy |
1,379
+1
| +0.1% | +$211 | 0.21% | 80 |
|
|
2019
Q1 | $276K | Sell |
1,378
-47
| -3% | -$9.41K | 0.21% | 67 |
|
|
2018
Q4 | $238K | Buy |
1,425
+4
| +0.3% | +$668 | 0.37% | 58 |
|
|
2018
Q3 | $288K | Buy |
1,421
+6
| +0.4% | +$1.22K | 0.19% | 69 |
|
|
2018
Q2 | $242K | Hold |
1,415
| – | – | 0.18% | 81 |
|
|
2018
Q1 | $242K | Buy |
1,415
+2
| +0.1% | +$342 | 0.22% | 81 |
|
|
2017
Q4 | $233K | Buy |
+1,413
| New | +$233K | 0.22% | 81 |
|