HWM
Howard 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 | $716K | Sell |
1,080
-9
| -0.8% | -$5.97K | 0.36% | 68 |
|
|
2025
Q1 | $591K | Buy |
1,089
+26
| +2% | +$14.1K | 0.33% | 69 |
|
|
2024
Q4 | $661K | Buy |
1,063
+73
| +7% | +$45.4K | 0.36% | 66 |
|
|
2024
Q3 | $581K | Buy |
990
+40
| +4% | +$23.5K | 0.34% | 64 |
|
|
2024
Q2 | $548K | Buy |
950
+218
| +30% | +$126K | 0.43% | 56 |
|
|
2024
Q1 | $384K | Sell |
732
-15
| -2% | -$7.87K | 0.31% | 63 |
|
|
2023
Q4 | $362K | Sell |
747
-4
| -0.5% | -$1.94K | 0.3% | 66 |
|
|
2023
Q3 | $312K | Sell |
751
-30
| -4% | -$12.4K | 0.29% | 68 |
|
|
2023
Q2 | $345K | Sell |
781
-8
| -1% | -$3.54K | 0.3% | 67 |
|
|
2023
Q1 | $304K | Sell |
789
-18
| -2% | -$6.94K | 0.25% | 82 |
|
|
2022
Q4 | $258K | Buy |
807
+33
| +4% | +$10.5K | 0.21% | 90 |
|
|
2022
Q3 | $237K | Buy |
+774
| New | +$237K | 0.17% | 105 |
|
|
2022
Q2 | – | Sell |
-756
| Closed | -$314K | – | 125 |
|
|
2022
Q1 | $314K | Buy |
756
+12
| +2% | +$4.98K | 0.17% | 100 |
|
|
2021
Q4 | $340K | Buy |
744
+26
| +4% | +$11.9K | 0.18% | 96 |
|
|
2021
Q3 | $288K | Hold |
718
| – | – | 0.16% | 103 |
|
|
2021
Q2 | $286K | Buy |
718
+30
| +4% | +$12K | 0.16% | 108 |
|
|
2021
Q1 | $246K | Buy |
688
+55
| +9% | +$19.7K | 0.14% | 113 |
|
|
2020
Q4 | $223K | Buy |
+633
| New | +$223K | 0.14% | 115 |
|
|
2020
Q1 | – | Sell |
-185
| Closed | -$45K | – | 486 |
|
|
2019
Q4 | $45K | Buy |
+185
| New | +$45K | 0.04% | 209 |
|