MA
Mutual 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 | $16M | Sell |
23,269
-1,493
| -6% | -$1.03M | 0.4% | 36 |
|
2025
Q1 | $13.5M | Buy |
24,762
+13,807
| +126% | +$7.55M | 0.39% | 42 |
|
2024
Q4 | $6.77M | Sell |
10,955
-444
| -4% | -$274K | 0.2% | 96 |
|
2024
Q3 | $6.83M | Buy |
11,399
+201
| +2% | +$120K | 0.2% | 92 |
|
2024
Q2 | $6.26M | Buy |
11,198
+539
| +5% | +$302K | 0.19% | 108 |
|
2024
Q1 | $5.59M | Buy |
10,659
+559
| +6% | +$293K | 0.18% | 113 |
|
2023
Q4 | $4.89M | Buy |
10,100
+7,740
| +328% | +$3.75M | 0.17% | 126 |
|
2023
Q3 | $979K | Sell |
2,360
-113
| -5% | -$46.9K | 0.04% | 428 |
|
2023
Q2 | $1.09M | Sell |
2,473
-54
| -2% | -$23.9K | 0.04% | 412 |
|
2023
Q1 | $974K | Sell |
2,527
-1,164
| -32% | -$449K | 0.04% | 431 |
|
2022
Q4 | $1.18M | Buy |
3,691
+251
| +7% | +$80.2K | 0.05% | 365 |
|
2022
Q3 | $1.06M | Buy |
3,440
+246
| +8% | +$75.6K | 0.05% | 348 |
|
2022
Q2 | $1.04M | Buy |
3,194
+946
| +42% | +$309K | 0.07% | 327 |
|
2022
Q1 | $936K | Sell |
2,248
-379
| -14% | -$158K | 0.05% | 394 |
|
2021
Q4 | $1.2M | Buy |
2,627
+101
| +4% | +$46.3K | 0.06% | 336 |
|
2021
Q3 | $1.01M | Buy |
2,526
+28
| +1% | +$11.2K | 0.06% | 350 |
|
2021
Q2 | $996K | Buy |
2,498
+88
| +4% | +$35.1K | 0.06% | 354 |
|
2021
Q1 | $864K | Sell |
2,410
-227
| -9% | -$81.4K | 0.06% | 355 |
|
2020
Q4 | $933K | Buy |
2,637
+114
| +5% | +$40.3K | 0.07% | 325 |
|
2020
Q3 | $786K | Buy |
2,523
+115
| +5% | +$35.8K | 0.07% | 305 |
|
2020
Q2 | $671K | Buy |
2,408
+243
| +11% | +$67.7K | 0.07% | 304 |
|
2020
Q1 | $459K | Sell |
2,165
-28
| -1% | -$5.94K | 0.06% | 302 |
|
2019
Q4 | $537K | Buy |
2,193
+722
| +49% | +$177K | 0.06% | 330 |
|
2019
Q3 | $317K | Sell |
1,471
-7
| -0.5% | -$1.51K | 0.04% | 404 |
|
2019
Q2 | $312K | Buy |
1,478
+100
| +7% | +$21.1K | 0.04% | 437 |
|
2019
Q1 | $276K | Buy |
1,378
+145
| +12% | +$29K | 0.04% | 382 |
|
2018
Q4 | $206K | Sell |
1,233
-404
| -25% | -$67.5K | 0.04% | 397 |
|
2018
Q3 | $332K | Sell |
1,637
-22
| -1% | -$4.46K | 0.05% | 346 |
|
2018
Q2 | $301K | Buy |
1,659
+20
| +1% | +$3.63K | 0.07% | 325 |
|
2018
Q1 | $280K | Sell |
1,639
-578
| -26% | -$98.7K | 0.07% | 321 |
|
2017
Q4 | $365K | Buy |
+2,217
| New | +$365K | 0.14% | 194 |
|