EWM
Empirical 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 | $2.59M | Sell |
3,898
-2,888
| -43% | -$1.92M | 0.06% | 200 |
|
|
2025
Q1 | $3.68M | Buy |
6,786
+4,064
| +149% | +$2.2M | 0.09% | 151 |
|
|
2024
Q4 | $1.69M | Buy |
2,722
+244
| +10% | +$152K | 0.05% | 214 |
|
|
2024
Q3 | $1.45M | Buy |
2,478
+102
| +4% | +$59.8K | 0.04% | 221 |
|
|
2024
Q2 | $1.37M | Buy |
2,376
+71
| +3% | +$40.9K | 0.04% | 223 |
|
|
2024
Q1 | $1.21M | Sell |
2,305
-301
| -12% | -$158K | 0.04% | 242 |
|
|
2023
Q4 | $1.26M | Buy |
2,606
+465
| +22% | +$225K | 0.04% | 216 |
|
|
2023
Q3 | $888K | Buy |
2,141
+1,544
| +259% | +$641K | 0.03% | 236 |
|
|
2023
Q2 | $264K | Sell |
597
-508
| -46% | -$225K | 0.01% | 390 |
|
|
2023
Q1 | $426K | Sell |
1,105
-36
| -3% | -$13.9K | 0.02% | 345 |
|
|
2022
Q4 | $364K | Buy |
1,141
+400
| +54% | +$128K | 0.02% | 355 |
|
|
2022
Q3 | $228K | Buy |
741
+81
| +12% | +$24.9K | 0.01% | 423 |
|
|
2022
Q2 | $216K | Buy |
660
+10
| +2% | +$3.27K | 0.01% | 430 |
|
|
2022
Q1 | $271K | Buy |
650
+187
| +40% | +$78K | 0.01% | 422 |
|
|
2021
Q4 | $212K | Buy |
+463
| New | +$212K | 0.01% | 488 |
|
|
2019
Q3 | – | Sell |
-1,125
| Closed | -$237K | – | 297 |
|
|
2019
Q2 | $237K | Hold |
1,125
| – | – | 0.03% | 231 |
|
|
2019
Q1 | $226K | Sell |
1,125
-160
| -12% | -$32.1K | 0.03% | 221 |
|
|
2018
Q4 | $214K | Buy |
1,285
+160
| +14% | +$26.6K | 0.04% | 184 |
|
|
2018
Q3 | $228K | Buy |
+1,125
| New | +$228K | 0.04% | 191 |
|