IWA
IVC 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 | $638K | Buy |
962
+100
| +12% | +$66.3K | 0.31% | 62 |
|
|
2025
Q1 | $468K | Hold |
862
| – | – | 0.25% | 80 |
|
|
2024
Q4 | $536K | Sell |
862
-125
| -13% | -$77.7K | 0.3% | 67 |
|
|
2024
Q3 | $579K | Sell |
987
-5
| -0.5% | -$2.93K | 0.32% | 69 |
|
|
2024
Q2 | $572K | Sell |
992
-1
| -0.1% | -$577 | 0.32% | 74 |
|
|
2024
Q1 | $521K | Sell |
993
-100
| -9% | -$52.4K | 0.3% | 78 |
|
|
2023
Q4 | $529K | Hold |
1,093
| – | – | 0.33% | 72 |
|
|
2023
Q3 | $453K | Hold |
1,093
| – | – | 0.3% | 84 |
|
|
2023
Q2 | $483K | Sell |
1,093
-15
| -1% | -$6.63K | 0.31% | 80 |
|
|
2023
Q1 | $427K | Hold |
1,108
| – | – | 0.3% | 81 |
|
|
2022
Q4 | $354K | Hold |
1,108
| – | – | 0.26% | 93 |
|
|
2022
Q3 | $341K | Buy |
1,108
+18
| +2% | +$5.54K | 0.27% | 93 |
|
|
2022
Q2 | $356K | Buy |
1,090
+20
| +2% | +$6.53K | 0.28% | 90 |
|
|
2022
Q1 | $446K | Buy |
1,070
+25
| +2% | +$10.4K | 0.29% | 85 |
|
|
2021
Q4 | $479K | Buy |
1,045
+5
| +0.5% | +$2.29K | 0.31% | 85 |
|
|
2021
Q3 | $417K | Buy |
1,040
+95
| +10% | +$38.1K | 0.29% | 88 |
|
|
2021
Q2 | $377K | Buy |
945
+345
| +58% | +$138K | 0.27% | 98 |
|
|
2021
Q1 | $215K | Sell |
600
-202
| -25% | -$72.4K | 0.17% | 117 |
|
|
2020
Q4 | $284K | Buy |
+802
| New | +$284K | 0.27% | 93 |
|