DWM
Diversify 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 | $4.64M | Sell |
6,578
-21
| -0.3% | -$14.8K | 0.29% | 101 |
|
|
2025
Q1 | $3.62M | Sell |
6,599
-7,337
| -53% | -$4.02M | 0.27% | 111 |
|
|
2024
Q4 | $8.55M | Buy |
13,936
+416
| +3% | +$255K | 0.67% | 32 |
|
|
2024
Q3 | $8.07M | Buy |
13,520
+842
| +7% | +$503K | 0.78% | 27 |
|
|
2024
Q2 | $6.53M | Buy |
+12,678
| New | +$6.53M | 0.81% | 25 |
|