OWA
ORBA 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 | $657K | Sell |
990
-825
| -45% | -$547K | 0.6% | 39 |
|
|
2025
Q1 | $984K | Hold |
1,815
| – | – | 0.5% | 42 |
|
|
2024
Q4 | $1.13M | Hold |
1,815
| – | – | 0.59% | 40 |
|
|
2024
Q3 | $1.06M | Sell |
1,815
-25
| -1% | -$14.7K | 0.54% | 43 |
|
|
2024
Q2 | $1.06M | Sell |
1,840
-200
| -10% | -$115K | 0.55% | 39 |
|
|
2024
Q1 | $1.07M | Sell |
2,040
-50
| -2% | -$26.2K | 0.59% | 37 |
|
|
2023
Q4 | $1.01M | Buy |
+2,090
| New | +$1.01M | 0.61% | 37 |
|