KMWM
Keudell/Morrison 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 | $514K | Buy |
775
+270
| +53% | +$179K | 0.11% | 118 |
|
|
2025
Q1 | $274K | Buy |
505
+50
| +11% | +$27.1K | 0.06% | 167 |
|
|
2024
Q4 | $283K | Hold |
455
| – | – | 0.07% | 165 |
|
|
2024
Q3 | $267K | Hold |
455
| – | – | 0.07% | 174 |
|
|
2024
Q2 | $262K | Hold |
455
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $239K | Hold |
455
| – | – | 0.07% | 182 |
|
|
2023
Q4 | $220K | Sell |
455
-330
| -42% | -$160K | 0.07% | 179 |
|
|
2023
Q3 | $326K | Hold |
785
| – | – | 0.1% | 135 |
|
|
2023
Q2 | $347K | Hold |
785
| – | – | 0.1% | 133 |
|
|
2023
Q1 | $303K | Hold |
785
| – | – | 0.09% | 143 |
|
|
2022
Q4 | $251K | Buy |
+785
| New | +$251K | 0.08% | 160 |
|