CWM
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Copia Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Copia Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.6K Hold
34
– – 0.02% 231
2025
Q1 		$18.4K Sell
34
-15
-31% -$8.14K 0.02% 232
2024
Q4 		$30.5K Buy
+49
New +$30.5K 0.03% 175