FWA
FSM Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
1,402
+22
| +2% | +$14.7K | 0.15% | 96 |
|
|
2025
Q1 | $748K | Hold |
1,380
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $853K | Hold |
1,380
| – | – | 0.21% | 67 |
|
|
2024
Q3 | $809K | Sell |
1,380
-44
| -3% | -$25.8K | 0.21% | 69 |
|
|
2024
Q2 | $821K | Sell |
1,424
-40
| -3% | -$23.1K | 0.28% | 60 |
|
|
2024
Q1 | $768K | Buy |
+1,464
| New | +$768K | 0.27% | 63 |
|