MSAM
Moloney Securities Asset 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 | $1.4M | Buy |
2,106
+399
| +23% | +$265K | 0.17% | 145 |
|
|
2025
Q1 | $926K | Buy |
1,707
+733
| +75% | +$398K | 0.13% | 185 |
|
|
2024
Q4 | $606K | Buy |
974
+129
| +15% | +$80.2K | 0.08% | 243 |
|
|
2024
Q3 | $496K | Hold |
845
| – | – | 0.07% | 280 |
|
|
2024
Q2 | $487K | Sell |
845
-50
| -6% | -$28.8K | 0.07% | 270 |
|
|
2024
Q1 | $469K | Buy |
895
+150
| +20% | +$78.7K | 0.07% | 277 |
|
|
2023
Q4 | $361K | Buy |
745
+70
| +10% | +$33.9K | 0.06% | 309 |
|
|
2023
Q3 | $280K | Buy |
+675
| New | +$280K | 0.05% | 323 |
|