KCFA
Key Client Fiduciary 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 | $372K | Hold |
561
| – | – | 0.15% | 131 |
|
|
2025
Q1 | $304K | Sell |
561
-11
| -2% | -$5.97K | 0.14% | 145 |
|
|
2024
Q4 | $356K | Buy |
572
+3
| +0.5% | +$1.87K | 0.16% | 129 |
|
|
2024
Q3 | $334K | Buy |
569
+1
| +0.2% | +$587 | 0.15% | 136 |
|
|
2024
Q2 | $328K | Hold |
568
| – | – | 0.16% | 130 |
|
|
2024
Q1 | $298K | Hold |
568
| – | – | 0.16% | 138 |
|
|
2023
Q4 | $275K | Buy |
568
+3
| +0.5% | +$1.45K | 0.16% | 138 |
|
|
2023
Q3 | $234K | Sell |
565
-64
| -10% | -$26.6K | 0.14% | 147 |
|
|
2023
Q2 | $278K | Sell |
629
-66
| -9% | -$29.2K | 0.16% | 136 |
|
|
2023
Q1 | $268K | Sell |
695
-192
| -22% | -$74K | 0.17% | 131 |
|
|
2022
Q4 | $283K | Buy |
+887
| New | +$283K | 0.19% | 116 |
|
|
2022
Q2 | – | Sell |
-547
| Closed | -$228K | – | 123 |
|
|
2022
Q1 | $228K | Buy |
547
+2
| +0.4% | +$834 | 0.18% | 107 |
|
|
2021
Q4 | $250K | Buy |
+545
| New | +$250K | 0.21% | 105 |
|