MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.62M Buy
10,070
+555
+6% +$365K 4.48% 5
2025
Q1 		$5.16M Sell
9,515
-338
-3% -$183K 3.51% 7
2024
Q4 		$6.13M Buy
+9,853
New +$6.13M 4.23% 6