CM Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,135	Closed	-$2.64M	–	176
2024 Q1	$2.64M	Buy	+5,135	New	+$2.64M	0.76%	17
2023 Q3	–	Sell	-5,135	Closed	-$2.32M	–	171
2023 Q2	$2.32M	Buy	+5,135	New	+$2.32M	0.76%	17