MW
MBL Wealth’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
3,234
-37
| -1% | -$24.5K | 0.21% | 73 |
|
|
2025
Q1 | $1.77M | Buy |
3,271
+42
| +1% | +$22.8K | 0.18% | 70 |
|
|
2024
Q4 | $2.01M | Buy |
3,229
+171
| +6% | +$106K | 0.2% | 68 |
|
|
2024
Q3 | $1.79M | Sell |
3,058
-22
| -0.7% | -$12.9K | 0.19% | 66 |
|
|
2024
Q2 | $1.78M | Sell |
3,080
-6
| -0.2% | -$3.46K | 0.2% | 64 |
|
|
2024
Q1 | $1.62M | Sell |
3,086
-20
| -0.6% | -$10.5K | 0.18% | 62 |
|
|
2023
Q4 | $1.5M | Buy |
3,106
+743
| +31% | +$360K | 0.19% | 62 |
|
|
2023
Q3 | $980K | Hold |
2,363
| – | – | 0.14% | 72 |
|
|
2023
Q2 | $1.04M | Buy |
2,363
+46
| +2% | +$20.3K | 0.15% | 69 |
|
|
2023
Q1 | $893K | Buy |
2,317
+19
| +0.8% | +$7.32K | 0.14% | 71 |
|
|
2022
Q4 | $734K | Buy |
2,298
+1
| +0% | +$319 | 0.14% | 76 |
|
|
2022
Q3 | $706K | Hold |
2,297
| – | – | 0.15% | 76 |
|
|
2022
Q2 | $750K | Hold |
2,297
| – | – | 0.19% | 71 |
|
|
2022
Q1 | $957K | Buy |
+2,297
| New | +$957K | 0.23% | 64 |
|
|
2021
Q1 | $823K | Hold |
2,295
| – | – | 0.29% | 56 |
|
|
2020
Q4 | $812K | Buy |
+2,295
| New | +$812K | 0.32% | 54 |
|