LPWM LLC’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
3,145
-17
| -0.5% | -$11.3K | 0.61% | 27 |
|
|
2025
Q1 | $1.72M | Sell |
3,162
-10
| -0.3% | -$5.42K | 0.55% | 28 |
|
|
2024
Q4 | $1.97M | Sell |
3,172
-34
| -1% | -$21.1K | 0.63% | 27 |
|
|
2024
Q3 | $1.85M | Sell |
3,206
-5
| -0.2% | -$2.89K | 0.61% | 28 |
|
|
2024
Q2 | $1.93M | Sell |
3,211
-70
| -2% | -$42K | 0.67% | 28 |
|
|
2024
Q1 | $1.69M | Hold |
3,281
| – | – | 0.62% | 29 |
|
|
2023
Q4 | $1.52M | Buy |
3,281
+187
| +6% | +$86.4K | 0.6% | 29 |
|
|
2023
Q3 | $1.3M | Sell |
3,094
-32
| -1% | -$13.4K | 0.58% | 29 |
|
|
2023
Q2 | $1.38M | Sell |
3,126
-269
| -8% | -$119K | 0.61% | 24 |
|
|
2023
Q1 | $1.31M | Buy |
3,395
+1,006
| +42% | +$388K | 0.63% | 24 |
|
|
2022
Q4 | $779K | Sell |
2,389
-1,037
| -30% | -$338K | 0.42% | 29 |
|
|
2022
Q3 | $1.05M | Sell |
3,426
-174
| -5% | -$53.5K | 0.63% | 25 |
|
|
2022
Q2 | $1.23M | Sell |
3,600
-175
| -5% | -$59.9K | 0.69% | 24 |
|
|
2022
Q1 | $1.52M | Sell |
3,775
-69
| -2% | -$27.8K | 0.76% | 23 |
|
|
2021
Q4 | $1.76M | Sell |
3,844
-293
| -7% | -$134K | 0.93% | 16 |
|
|
2021
Q3 | $1.68M | Hold |
4,137
| – | – | 1% | 14 |
|
|
2021
Q2 | $1.68M | Buy |
4,137
+46
| +1% | +$18.7K | 1.01% | 14 |
|
|
2021
Q1 | $1.5M | Buy |
4,091
+3
| +0.1% | +$1.1K | 1.01% | 15 |
|
|
2020
Q4 | $1.45M | Sell |
4,088
-581
| -12% | -$206K | 1.08% | 14 |
|
|
2020
Q3 | $1.47M | Buy |
4,669
+30
| +0.6% | +$9.46K | 1.19% | 15 |
|
|
2020
Q2 | $1.29M | Buy |
4,639
+474
| +11% | +$132K | 1.18% | 16 |
|
|
2020
Q1 | $883K | Buy |
4,165
+1,307
| +46% | +$277K | 0.96% | 16 |
|
|
2019
Q4 | $700K | Buy |
+2,858
| New | +$700K | 0.65% | 19 |
|