DWMG
DB Wealth Management Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $792K | Buy |
1,636
+176
| +12% | +$85.2K | 0.45% | 43 |
|
|
2023
Q3 | $606K | Buy |
1,460
+146
| +11% | +$60.6K | 0.38% | 48 |
|
|
2023
Q2 | $581K | Buy |
1,314
+262
| +25% | +$116K | 0.36% | 52 |
|
|
2023
Q1 | $406K | Hold |
1,052
| – | – | 0.26% | 61 |
|
|
2022
Q4 | $336K | Sell |
1,052
-130
| -11% | -$41.5K | 0.22% | 64 |
|
|
2022
Q3 | $363K | Hold |
1,182
| – | – | 0.26% | 61 |
|
|
2022
Q2 | $386K | Sell |
1,182
-80
| -6% | -$26.1K | 0.26% | 63 |
|
|
2022
Q1 | $526K | Sell |
1,262
-74
| -6% | -$30.8K | 0.32% | 59 |
|
|
2021
Q4 | $612K | Buy |
1,336
+22
| +2% | +$10.1K | 0.36% | 56 |
|
|
2021
Q3 | $527K | Buy |
1,314
+36
| +3% | +$14.4K | 0.34% | 57 |
|
|
2021
Q2 | $510K | Sell |
1,278
-710
| -36% | -$283K | 0.33% | 60 |
|
|
2021
Q1 | $713K | Sell |
1,988
-21
| -1% | -$7.53K | 0.49% | 49 |
|
|
2020
Q4 | $711K | Buy |
+2,009
| New | +$711K | 0.52% | 46 |
|