FWP
Falcon Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
2,147
+60
| +3% | +$39.8K | 0.14% | 60 |
|
|
2025
Q1 | $1.13M | Sell |
2,087
-147
| -7% | -$79.7K | 0.13% | 64 |
|
|
2024
Q4 | $1.39M | Buy |
2,234
+45
| +2% | +$28K | 0.15% | 59 |
|
|
2024
Q3 | $1.28M | Buy |
2,189
+192
| +10% | +$113K | 0.15% | 57 |
|
|
2024
Q2 | $1.15M | Hold |
1,997
| – | – | 0.15% | 53 |
|
|
2024
Q1 | $1.05M | Buy |
1,997
+24
| +1% | +$12.6K | 0.17% | 52 |
|
|
2023
Q4 | $955K | Buy |
+1,973
| New | +$955K | 0.17% | 50 |
|