CIA
Compass Ion 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 | $2.97M | Buy |
4,482
+288
| +7% | +$191K | 0.32% | 40 |
|
|
2025
Q1 | $2.27M | Sell |
4,194
-104
| -2% | -$56.4K | 0.27% | 49 |
|
|
2024
Q4 | $2.67M | Buy |
4,298
+41
| +1% | +$25.5K | 0.32% | 42 |
|
|
2024
Q3 | $2.5M | Buy |
4,257
+152
| +4% | +$89.2K | 0.31% | 45 |
|
|
2024
Q2 | $2.15M | Hold |
4,105
| – | – | 0.31% | 44 |
|
|
2024
Q1 | $2.15M | Buy |
4,105
+406
| +11% | +$213K | 0.31% | 45 |
|
|
2023
Q4 | $1.79M | Sell |
3,699
-212
| -5% | -$103K | 0.28% | 53 |
|
|
2023
Q3 | $1.62M | Buy |
+3,911
| New | +$1.62M | 0.28% | 54 |
|