MAG
Mokosak Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Buy |
43,030
+1,213
| +3% | +$806K | 8.08% | 6 |
|
|
2025
Q1 | $22.7M | Sell |
41,817
-2,594
| -6% | -$1.41M | 7.01% | 7 |
|
|
2024
Q4 | $27.7M | Sell |
44,411
-468
| -1% | -$291K | 8.29% | 6 |
|
|
2024
Q3 | $26.4M | Buy |
44,879
+1,052
| +2% | +$618K | 7.9% | 6 |
|
|
2024
Q2 | $25.3M | Sell |
43,827
-188
| -0.4% | -$109K | 8.36% | 5 |
|
|
2024
Q1 | $23.1M | Sell |
44,015
-4,525
| -9% | -$2.38M | 7.63% | 6 |
|
|
2023
Q4 | $23.5M | Sell |
48,540
-259
| -0.5% | -$126K | 8.44% | 6 |
|
|
2023
Q3 | $20.3M | Sell |
48,799
-684
| -1% | -$284K | 8.24% | 6 |
|
|
2023
Q2 | $21.9M | Sell |
49,483
-837
| -2% | -$370K | 8.66% | 4 |
|
|
2023
Q1 | $19.4M | Buy |
50,320
+2,603
| +5% | +$1M | 8.27% | 6 |
|
|
2022
Q4 | $15.3M | Buy |
47,717
+1,517
| +3% | +$488K | 6.86% | 7 |
|
|
2022
Q3 | $14.2M | Sell |
46,200
-56
| -0.1% | -$17.2K | 7.01% | 6 |
|
|
2022
Q2 | $15.1M | Buy |
46,256
+4,252
| +10% | +$1.39M | 7.22% | 8 |
|
|
2022
Q1 | $17.5M | Sell |
42,004
-1,762
| -4% | -$735K | 7.1% | 8 |
|
|
2021
Q4 | $20.1M | Buy |
43,766
+47
| +0.1% | +$21.5K | 7.69% | 7 |
|
|
2021
Q3 | $17.6M | Buy |
43,719
+974
| +2% | +$391K | 7.28% | 8 |
|
|
2021
Q2 | $17M | Buy |
42,745
+463
| +1% | +$185K | 7.16% | 8 |
|
|
2021
Q1 | $15.2M | Sell |
42,282
-3,295
| -7% | -$1.18M | 6.81% | 8 |
|
|
2020
Q4 | $16.2M | Buy |
45,577
+666
| +1% | +$236K | 7.72% | 7 |
|
|
2020
Q3 | $14M | Sell |
44,911
-915
| -2% | -$286K | 8.02% | 7 |
|
|
2020
Q2 | $12.8M | Buy |
45,826
+27
| +0.1% | +$7.55K | 7.82% | 8 |
|
|
2020
Q1 | $9.7M | Buy |
45,799
+42,139
| +1,151% | +$8.92M | 7.24% | 8 |
|
|
2019
Q4 | $897K | Buy |
+3,660
| New | +$897K | 0.54% | 18 |
|