GWA
Gratus 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 | $25.4M | Sell |
38,242
-71
| -0.2% | -$47.1K | 3.84% | 13 |
|
|
2025
Q1 | $20.8M | Sell |
38,313
-682
| -2% | -$370K | 3.41% | 13 |
|
|
2024
Q4 | $24.2M | Sell |
38,995
-514
| -1% | -$320K | 3.88% | 11 |
|
|
2024
Q3 | $22.9M | Buy |
39,509
+107
| +0.3% | +$62.2K | 3.75% | 13 |
|
|
2024
Q2 | $22.6M | Sell |
39,402
-395
| -1% | -$226K | 3.89% | 12 |
|
|
2024
Q1 | $19.6M | Sell |
39,797
-4,691
| -11% | -$2.31M | 3.6% | 13 |
|
|
2023
Q4 | $21.5M | Buy |
+44,488
| New | +$21.5M | 4.25% | 10 |
|