MWA
MFA 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 | $833K | Sell |
1,256
-361
| -22% | -$239K | 0.2% | 54 |
|
|
2025
Q1 | $877K | Sell |
1,617
-180
| -10% | -$97.6K | 0.22% | 49 |
|
|
2024
Q4 | $1.12M | Buy |
1,797
+199
| +12% | +$124K | 0.29% | 42 |
|
|
2024
Q3 | $937K | Sell |
1,598
-26,503
| -94% | -$15.5M | 0.2% | 49 |
|
|
2024
Q2 | $16.2M | Sell |
28,101
-147
| -0.5% | -$84.8K | 3.54% | 7 |
|
|
2024
Q1 | $14.8M | Sell |
28,248
-85
| -0.3% | -$44.6K | 3.89% | 7 |
|
|
2023
Q4 | $13.7M | Buy |
28,333
+186
| +0.7% | +$90K | 3.86% | 7 |
|
|
2023
Q3 | $11.7M | Buy |
28,147
+1,151
| +4% | +$478K | 3.63% | 8 |
|
|
2023
Q2 | $11.9M | Buy |
26,996
+771
| +3% | +$341K | 3.76% | 8 |
|
|
2023
Q1 | $10.1M | Buy |
26,225
+1,854
| +8% | +$715K | 3.33% | 9 |
|
|
2022
Q4 | $7.78M | Buy |
+24,371
| New | +$7.78M | 2.82% | 12 |
|
|
2021
Q1 | – | Sell |
-36,065
| Closed | -$12.8M | – | 60 |
|
|
2020
Q4 | $12.8M | Buy |
36,065
+313
| +0.9% | +$111K | 11.37% | 1 |
|
|
2020
Q3 | $11.1M | Buy |
35,752
+1,537
| +4% | +$479K | 11.83% | 1 |
|
|
2020
Q2 | $9.54M | Buy |
34,215
+3,548
| +12% | +$989K | 6.16% | 3 |
|
|
2020
Q1 | $6.5M | Sell |
30,667
-24,743
| -45% | -$5.24M | 6.31% | 2 |
|
|
2019
Q4 | $13.6M | Buy |
55,410
+955
| +2% | +$234K | 9.84% | 3 |
|
|
2019
Q3 | $11.7M | Buy |
54,455
+1,026
| +2% | +$221K | 9.56% | 4 |
|
|
2019
Q2 | $11.3M | Sell |
53,429
-1,702
| -3% | -$359K | 8.47% | 5 |
|
|
2019
Q1 | $11.1M | Buy |
55,131
+2,772
| +5% | +$556K | 7.26% | 5 |
|
|
2018
Q4 | $8.76M | Buy |
+52,359
| New | +$8.76M | 8.78% | 5 |
|