PWA
Physician 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 | $2.98M | Buy |
4,497
+446
| +11% | +$296K | 0.47% | 41 |
|
|
2025
Q1 | $2.2M | Buy |
4,051
+179
| +5% | +$97.1K | 0.38% | 46 |
|
|
2024
Q4 | $2.41M | Buy |
3,872
+50
| +1% | +$31.1K | 0.41% | 41 |
|
|
2024
Q3 | $2.28M | Buy |
3,822
+75
| +2% | +$44.8K | 0.41% | 38 |
|
|
2024
Q2 | $2.27M | Buy |
3,747
+374
| +11% | +$226K | 0.42% | 39 |
|
|
2024
Q1 | $1.7M | Buy |
3,373
+138
| +4% | +$69.7K | 0.36% | 44 |
|
|
2023
Q4 | $1.63M | Buy |
3,235
+143
| +5% | +$71.9K | 0.36% | 45 |
|
|
2023
Q3 | $1.32M | Sell |
3,092
-199
| -6% | -$84.8K | 0.34% | 44 |
|
|
2023
Q2 | $1.45M | Sell |
3,291
-7
| -0.2% | -$3.09K | 0.36% | 40 |
|
|
2023
Q1 | $1.26M | Sell |
3,298
-1
| -0% | -$382 | 0.33% | 44 |
|
|
2022
Q4 | $1.14M | Sell |
3,299
-17
| -0.5% | -$5.88K | 0.31% | 45 |
|
|
2022
Q3 | $1.09M | Buy |
3,316
+76
| +2% | +$25K | 0.34% | 48 |
|
|
2022
Q2 | $1.2M | Buy |
3,240
+141
| +5% | +$52.1K | 0.35% | 46 |
|
|
2022
Q1 | $1.2M | Sell |
3,099
-3,570
| -54% | -$1.38M | 0.32% | 49 |
|
|
2021
Q4 | $2.9M | Buy |
6,669
+232
| +4% | +$101K | 0.76% | 30 |
|
|
2021
Q3 | $2.7M | Buy |
6,437
+66
| +1% | +$27.7K | 0.74% | 29 |
|
|
2021
Q2 | $2.62M | Buy |
6,371
+169
| +3% | +$69.4K | 0.75% | 31 |
|
|
2021
Q1 | $2.31M | Buy |
6,202
+161
| +3% | +$60K | 0.75% | 30 |
|
|
2020
Q4 | $2.26M | Sell |
6,041
-1,867
| -24% | -$697K | 0.77% | 30 |
|
|
2020
Q3 | $2.36M | Buy |
7,908
+109
| +1% | +$32.5K | 0.95% | 25 |
|
|
2020
Q2 | $2.36M | Sell |
7,799
-6,145
| -44% | -$1.86M | 0.95% | 25 |
|
|
2020
Q1 | $3.22M | Buy |
13,944
+329
| +2% | +$75.9K | 1.61% | 18 |
|
|
2019
Q4 | $3.48M | Buy |
13,615
+1,389
| +11% | +$355K | 1.55% | 16 |
|
|
2019
Q3 | $2.88M | Buy |
+12,226
| New | +$2.88M | 1.41% | 17 |
|