PWP
Principle Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
17,468
-293
| -2% | -$194K | 0.72% | 32 |
|
|
2025
Q1 | $9.63M | Buy |
17,761
+63
| +0.4% | +$34.2K | 0.69% | 38 |
|
|
2024
Q4 | $11M | Sell |
17,698
-383
| -2% | -$238K | 0.77% | 32 |
|
|
2024
Q3 | $10.6M | Sell |
18,081
-545
| -3% | -$320K | 0.75% | 32 |
|
|
2024
Q2 | $10.7M | Sell |
18,626
-1,063
| -5% | -$613K | 0.82% | 29 |
|
|
2024
Q1 | $10.3M | Sell |
19,689
-318
| -2% | -$167K | 0.81% | 29 |
|
|
2023
Q4 | $9.68M | Buy |
20,007
+2,943
| +17% | +$1.42M | 0.83% | 28 |
|
|
2023
Q3 | $7.08M | Buy |
17,064
+66
| +0.4% | +$27.4K | 0.71% | 37 |
|
|
2023
Q2 | $7.52M | Sell |
16,998
-1,348
| -7% | -$596K | 0.76% | 34 |
|
|
2023
Q1 | $7.07M | Sell |
18,346
-658
| -3% | -$254K | 0.76% | 34 |
|
|
2022
Q4 | $6.07M | Buy |
19,004
+1,977
| +12% | +$631K | 0.69% | 39 |
|
|
2022
Q3 | $5.23K | Buy |
17,027
+488
| +3% | +$150 | 0.49% | 35 |
|
|
2022
Q2 | $5.4M | Buy |
16,539
+1,466
| +10% | +$479K | 0.65% | 36 |
|
|
2022
Q1 | $6.28M | Buy |
15,073
+1,763
| +13% | +$734K | 0.66% | 32 |
|
|
2021
Q4 | $6.1M | Sell |
13,310
-668
| -5% | -$306K | 0.64% | 30 |
|
|
2021
Q3 | $5.61M | Sell |
13,978
-95
| -0.7% | -$38.1K | 0.65% | 29 |
|
|
2021
Q2 | $5.61M | Sell |
14,073
-795
| -5% | -$317K | 0.64% | 31 |
|
|
2021
Q1 | $5.33M | Sell |
14,868
-287
| -2% | -$103K | 0.62% | 33 |
|
|
2020
Q4 | $5.36M | Buy |
15,155
+5,223
| +53% | +$1.85M | 0.71% | 30 |
|
|
2020
Q3 | $3.09M | Sell |
9,932
-78
| -0.8% | -$24.3K | 0.86% | 21 |
|
|
2020
Q2 | $2.79M | Buy |
10,010
+33
| +0.3% | +$9.2K | 0.82% | 20 |
|
|
2020
Q1 | $2.11M | Sell |
9,977
-1,188
| -11% | -$252K | 0.79% | 24 |
|
|
2019
Q4 | $2.73M | Sell |
11,165
-831
| -7% | -$203K | 0.87% | 28 |
|
|
2019
Q3 | $2.59M | Sell |
11,996
-541
| -4% | -$117K | 0.89% | 30 |
|
|
2019
Q2 | $2.64M | Buy |
12,537
+325
| +3% | +$68.5K | 1.36% | 20 |
|
|
2019
Q1 | $2.45M | Sell |
12,212
-1,316
| -10% | -$264K | 1.4% | 17 |
|
|
2018
Q4 | $2.26M | Buy |
+13,528
| New | +$2.26M | 1.89% | 17 |
|