CFO
CVA Family Office’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Sell |
39,632
-593
| -1% | -$393K | 3.69% | 3 |
|
|
2025
Q1 | $21.8M | Buy |
40,225
+483
| +1% | +$262K | 3.34% | 3 |
|
|
2024
Q4 | $24.7M | Buy |
39,742
+2,373
| +6% | +$1.48M | 3.91% | 3 |
|
|
2024
Q3 | $21.9M | Buy |
37,369
+234
| +0.6% | +$137K | 3.56% | 3 |
|
|
2024
Q2 | $21.4M | Buy |
37,135
+412
| +1% | +$238K | 3.85% | 3 |
|
|
2024
Q1 | $19.3M | Buy |
36,723
+1,190
| +3% | +$624K | 3.44% | 4 |
|
|
2023
Q4 | $17.2M | Buy |
35,533
+162
| +0.5% | +$78.4K | 3.35% | 4 |
|
|
2023
Q3 | $14.7M | Buy |
35,371
+1,903
| +6% | +$790K | 3.35% | 4 |
|
|
2023
Q2 | $14.8M | Buy |
33,468
+1,683
| +5% | +$744K | 3.1% | 4 |
|
|
2023
Q1 | $12.3M | Sell |
31,785
-106
| -0.3% | -$40.9K | 2.74% | 7 |
|
|
2022
Q4 | $10.2M | Sell |
31,891
-1,968
| -6% | -$629K | 2.47% | 7 |
|
|
2022
Q3 | $10.4M | Sell |
33,859
-2,146
| -6% | -$660K | 2.83% | 4 |
|
|
2022
Q2 | $11.8M | Sell |
36,005
-960
| -3% | -$313K | 3.2% | 5 |
|
|
2022
Q1 | $15.4M | Buy |
36,965
+960
| +3% | +$400K | 3.68% | 4 |
|
|
2021
Q4 | $16.5M | Buy |
36,005
+16,715
| +87% | +$7.66M | 4.1% | 4 |
|
|
2021
Q3 | $6.01M | Sell |
19,290
-12,543
| -39% | -$3.91M | 4.34% | 5 |
|
|
2021
Q2 | $12.7M | Buy |
31,833
+5,479
| +21% | +$2.18M | 3.61% | 4 |
|
|
2021
Q1 | $9.45M | Buy |
26,354
+6,016
| +30% | +$2.16M | 3.59% | 4 |
|
|
2020
Q4 | $7.2M | Buy |
20,338
+1,048
| +5% | +$371K | 4.42% | 4 |
|
|
2020
Q3 | $6.01M | Sell |
19,290
-14
| -0.1% | -$4.36K | 4.34% | 5 |
|
|
2020
Q2 | $5.38M | Buy |
19,304
+14,143
| +274% | +$3.94M | 4.42% | 5 |
|
|
2020
Q1 | $1.09M | Buy |
5,161
+4,006
| +347% | +$849K | 1.11% | 26 |
|
|
2019
Q4 | $283K | Buy |
+1,155
| New | +$283K | 0.26% | 64 |
|