IFWM
Institute for 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 | $2.7M | Buy |
4,074
+1,570
| +63% | +$1.04M | 0.3% | 68 |
|
|
2025
Q1 | $1.36M | Sell |
2,504
-652
| -21% | -$354K | 0.17% | 130 |
|
|
2024
Q4 | $1.96M | Sell |
3,156
-36
| -1% | -$22.4K | 0.25% | 86 |
|
|
2024
Q3 | $1.87M | Buy |
3,192
+98
| +3% | +$57.5K | 0.24% | 95 |
|
|
2024
Q2 | $1.78M | Buy |
3,094
+295
| +11% | +$170K | 0.24% | 91 |
|
|
2024
Q1 | $1.47M | Buy |
2,799
+55
| +2% | +$28.8K | 0.19% | 115 |
|
|
2023
Q4 | $1.33M | Sell |
2,744
-189
| -6% | -$91.5K | 0.22% | 115 |
|
|
2023
Q3 | $1.22M | Sell |
2,933
-468
| -14% | -$194K | 0.22% | 111 |
|
|
2023
Q2 | $1.5M | Sell |
3,401
-20
| -0.6% | -$8.84K | 0.25% | 91 |
|
|
2023
Q1 | $1.32M | Sell |
3,421
-8
| -0.2% | -$3.08K | 0.25% | 99 |
|
|
2022
Q4 | $1.1M | Sell |
3,429
-113
| -3% | -$36.1K | 0.23% | 116 |
|
|
2022
Q3 | $1.09M | Buy |
3,542
+1,240
| +54% | +$381K | 0.24% | 110 |
|
|
2022
Q2 | $752K | Sell |
2,302
-1,301
| -36% | -$425K | 0.15% | 172 |
|
|
2022
Q1 | $1.5M | Buy |
3,603
+154
| +4% | +$64.2K | 0.24% | 104 |
|
|
2021
Q4 | $1.58M | Sell |
3,449
-246
| -7% | -$113K | 0.26% | 99 |
|
|
2021
Q3 | $1.48M | Sell |
3,695
-78
| -2% | -$31.3K | 0.26% | 96 |
|
|
2021
Q2 | $1.51M | Buy |
3,773
+1
| +0% | +$399 | 0.26% | 95 |
|
|
2021
Q1 | $1.35M | Buy |
3,772
+781
| +26% | +$280K | 0.26% | 99 |
|
|
2020
Q4 | $1.06M | Buy |
2,991
+170
| +6% | +$60.1K | 0.21% | 115 |
|
|
2020
Q3 | $879K | Sell |
2,821
-323
| -10% | -$101K | 0.2% | 126 |
|
|
2020
Q2 | $876K | Sell |
3,144
-527
| -14% | -$147K | 0.21% | 123 |
|
|
2020
Q1 | $778K | Sell |
3,671
-657
| -15% | -$139K | 0.24% | 111 |
|
|
2019
Q4 | $1.06M | Buy |
4,328
+43
| +1% | +$10.5K | 0.24% | 112 |
|
|
2019
Q3 | $924K | Sell |
4,285
-1,779
| -29% | -$384K | 0.23% | 126 |
|
|
2019
Q2 | $1.28M | Buy |
6,064
+1,301
| +27% | +$274K | 0.28% | 93 |
|
|
2019
Q1 | $962K | Buy |
4,763
+3,438
| +259% | +$694K | 0.21% | 130 |
|
|
2018
Q4 | $221K | Buy |
+1,325
| New | +$221K | 0.09% | 232 |
|
|
2018
Q2 | – | Sell |
-8,658
| Closed | -$1.48M | – | 244 |
|
|
2018
Q1 | $1.48M | Buy |
8,658
+2,407
| +39% | +$411K | 0.44% | 74 |
|
|
2017
Q4 | $1.03M | Buy |
6,251
+318
| +5% | +$52.4K | 0.24% | 126 |
|
|
2017
Q3 | $902K | Sell |
5,933
-2,018
| -25% | -$307K | 0.29% | 114 |
|
|
2017
Q2 | $1.12M | Buy |
+7,951
| New | +$1.12M | 0.31% | 97 |
|
|
2015
Q4 | $251K | Buy |
+2,319
| New | +$251K | 0.37% | 33 |
|
|
2015
Q2 | – | Sell |
-2,271
| Closed | -$242K | – | 35 |
|
|
2015
Q1 | $242K | Buy |
+2,271
| New | +$242K | 0.27% | 27 |
|
|
2014
Q4 | – | Sell |
-1,549
| Closed | -$155K | – | 61 |
|
|
2014
Q3 | $155K | Sell |
1,549
-45
| -3% | -$4.5K | 0.15% | 31 |
|
|
2014
Q2 | $154K | Sell |
1,594
-417
| -21% | -$40.3K | 0.13% | 30 |
|
|
2014
Q1 | $184K | Sell |
2,011
-349
| -15% | -$31.9K | 0.16% | 40 |
|
|
2013
Q4 | $211K | Buy |
+2,360
| New | +$211K | 0.15% | 38 |
|