HWP
Highline Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
5,993
-537
| -8% | -$356K | 1.18% | 26 |
|
|
2025
Q1 | $3.54M | Sell |
6,530
-94
| -1% | -$51K | 1.19% | 24 |
|
|
2024
Q4 | $4.12M | Sell |
6,624
-356
| -5% | -$221K | 1.35% | 23 |
|
|
2024
Q3 | $4.09M | Buy |
6,980
+168
| +2% | +$98.5K | 1.37% | 20 |
|
|
2024
Q2 | $3.93M | Buy |
6,812
+398
| +6% | +$229K | 1.48% | 18 |
|
|
2024
Q1 | $3.36M | Buy |
6,414
+271
| +4% | +$142K | 1.37% | 19 |
|
|
2023
Q4 | $2.97M | Buy |
+6,143
| New | +$2.97M | 1.44% | 19 |
|