IWC
Integrated Wealth Concepts’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
25,906
-60
| -0.2% | -$39.8K | 0.17% | 127 |
|
|
2025
Q1 | $14.1M | Sell |
25,966
-349
| -1% | -$189K | 0.16% | 131 |
|
|
2024
Q4 | $16.4M | Buy |
26,315
+2,026
| +8% | +$1.26M | 0.19% | 116 |
|
|
2024
Q3 | $14.2M | Buy |
24,289
+889
| +4% | +$521K | 0.17% | 127 |
|
|
2024
Q2 | $13.5M | Buy |
23,400
+2,145
| +10% | +$1.24M | 0.18% | 123 |
|
|
2024
Q1 | $11.1M | Buy |
21,255
+2,895
| +16% | +$1.52M | 0.16% | 149 |
|
|
2023
Q4 | $8.89M | Sell |
18,360
-972
| -5% | -$470K | 0.15% | 158 |
|
|
2023
Q3 | $8.02M | Buy |
19,332
+30
| +0.2% | +$12.4K | 0.14% | 162 |
|
|
2023
Q2 | $8.53M | Sell |
19,302
-1,026
| -5% | -$454K | 0.15% | 153 |
|
|
2023
Q1 | $7.84M | Buy |
20,328
+4,863
| +31% | +$1.87M | 0.16% | 137 |
|
|
2022
Q4 | $4.94M | Sell |
15,465
-4,220
| -21% | -$1.35M | 0.13% | 157 |
|
|
2022
Q3 | $6.05M | Buy |
19,685
+534
| +3% | +$164K | 0.19% | 110 |
|
|
2022
Q2 | $6.25M | Buy |
19,151
+10,915
| +133% | +$3.56M | 0.19% | 112 |
|
|
2022
Q1 | $3.43M | Buy |
8,236
+1,315
| +19% | +$548K | 0.1% | 174 |
|
|
2021
Q4 | $3.17M | Buy |
6,921
+698
| +11% | +$320K | 0.09% | 180 |
|
|
2021
Q3 | $2.5M | Buy |
6,223
+358
| +6% | +$144K | 0.08% | 207 |
|
|
2021
Q2 | $2.34M | Buy |
5,865
+1,308
| +29% | +$522K | 0.08% | 198 |
|
|
2021
Q1 | $1.63M | Buy |
4,557
+172
| +4% | +$61.7K | 0.07% | 216 |
|
|
2020
Q4 | $1.55M | Sell |
4,385
-44
| -1% | -$15.6K | 0.07% | 185 |
|
|
2020
Q3 | $1.38M | Buy |
4,429
+39
| +0.9% | +$12.1K | 0.09% | 168 |
|
|
2020
Q2 | $1.22M | Sell |
4,390
-489
| -10% | -$136K | 0.09% | 144 |
|
|
2020
Q1 | $1.03M | Buy |
4,879
+115
| +2% | +$24.4K | 0.1% | 131 |
|
|
2019
Q4 | $1.17M | Buy |
4,764
+1,388
| +41% | +$340K | 0.1% | 136 |
|
|
2019
Q3 | $728K | Buy |
3,376
+993
| +42% | +$214K | 0.08% | 159 |
|
|
2019
Q2 | $503K | Sell |
2,383
-86
| -3% | -$18.2K | 0.07% | 179 |
|
|
2019
Q1 | $495K | Buy |
2,469
+8
| +0.3% | +$1.6K | 0.08% | 162 |
|
|
2018
Q4 | $410K | Buy |
2,461
+103
| +4% | +$17.2K | 0.11% | 144 |
|
|
2018
Q3 | $479K | Sell |
2,358
-37,977
| -94% | -$7.71M | 0.14% | 120 |
|
|
2018
Q2 | $3.35M | Buy |
40,335
+37,728
| +1,447% | +$3.13M | 1.14% | 21 |
|
|
2018
Q1 | $435K | Buy |
2,607
+7
| +0.3% | +$1.17K | 0.17% | 110 |
|
|
2017
Q4 | $448K | Buy |
+2,600
| New | +$448K | 0.19% | 100 |
|