CWM
Collaborative 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 | $587K | Hold |
885
| – | – | 0.26% | 81 |
|
|
2025
Q1 | $480K | Sell |
885
-65
| -7% | -$35.3K | 0.22% | 90 |
|
|
2024
Q4 | $591K | Sell |
950
-6
| -0.6% | -$3.73K | 0.27% | 78 |
|
|
2024
Q3 | $561K | Sell |
956
-6
| -0.6% | -$3.52K | 0.25% | 89 |
|
|
2024
Q2 | $555K | Hold |
962
| – | – | 0.27% | 81 |
|
|
2024
Q1 | $504K | Sell |
962
-5
| -0.5% | -$2.62K | 0.25% | 91 |
|
|
2023
Q4 | $468K | Sell |
967
-14
| -1% | -$6.78K | 0.25% | 84 |
|
|
2023
Q3 | $407K | Sell |
981
-48
| -5% | -$19.9K | 0.24% | 95 |
|
|
2023
Q2 | $455K | Sell |
1,029
-114
| -10% | -$50.4K | 0.27% | 86 |
|
|
2023
Q1 | $441K | Sell |
1,143
-110
| -9% | -$42.4K | 0.28% | 93 |
|
|
2022
Q4 | $400K | Sell |
1,253
-17
| -1% | -$5.43K | 0.26% | 101 |
|
|
2022
Q3 | $390K | Hold |
1,270
| – | – | 0.28% | 94 |
|
|
2022
Q2 | $415K | Buy |
+1,270
| New | +$415K | 0.27% | 105 |
|
|
2021
Q4 | $606K | Buy |
+1,322
| New | +$606K | 0.33% | 100 |
|
|
2021
Q1 | $543K | Buy |
+1,304
| New | +$543K | 0.31% | 102 |
|