KWA
Kingswood 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 | $5.88M | Buy |
8,860
+1,342
| +18% | +$890K | 0.46% | 35 |
|
|
2025
Q1 | $4.08M | Sell |
7,518
-4,393
| -37% | -$2.38M | 0.37% | 51 |
|
|
2024
Q4 | $7.41M | Sell |
11,911
-4,248
| -26% | -$2.64M | 0.56% | 27 |
|
|
2024
Q3 | $9.48M | Buy |
16,159
+13,619
| +536% | +$7.99M | 0.68% | 22 |
|
|
2024
Q2 | $1.46M | Buy |
2,540
+181
| +8% | +$104K | 0.13% | 163 |
|
|
2024
Q1 | $1.24M | Sell |
2,359
-87
| -4% | -$45.6K | 0.14% | 168 |
|
|
2023
Q4 | $1.18M | Buy |
2,446
+638
| +35% | +$309K | 0.13% | 172 |
|
|
2023
Q3 | $750K | Buy |
+1,808
| New | +$750K | 0.13% | 181 |
|