MWM
MinichMacGregor Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-662
| Closed | -$359K | – | 142 |
|
|
2025
Q1 | $359K | Buy |
662
+110
| +20% | +$59.7K | 0.08% | 79 |
|
|
2024
Q4 | $343K | Buy |
552
+2
| +0.4% | +$1.24K | 0.07% | 88 |
|
|
2024
Q3 | $323K | Hold |
550
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $317K | Hold |
550
| – | – | 0.08% | 80 |
|
|
2024
Q1 | $289K | Buy |
550
+2
| +0.4% | +$1.05K | 0.07% | 89 |
|
|
2023
Q4 | $265K | Buy |
548
+35
| +7% | +$16.9K | 0.08% | 87 |
|
|
2023
Q3 | $213K | Hold |
513
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $227K | Buy |
+513
| New | +$227K | 0.07% | 85 |
|
|
2018
Q4 | – | Sell |
-139
| Closed | -$28K | – | 503 |
|
|
2018
Q3 | $28K | Hold |
139
| – | – | 0.02% | 180 |
|
|
2018
Q2 | $25K | Hold |
139
| – | – | 0.02% | 184 |
|
|
2018
Q1 | $23K | Buy |
+139
| New | +$23K | 0.02% | 196 |
|