Private Wealth Advisors (California)’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	16,472 -328	-2%	-$30.2K	0.4%	57
2025 Q4	$1.58M	Sell	16,800 -56	-0.3%	-$5.32K	0.51%	54
2025 Q3	$1.57M	Buy	16,856 +16	+0.1%	+$1.4K	0.53%	53
2025 Q2	$1.4M	Buy	16,840 +1,304	+8%	+$94.8K	0.51%	50
2025 Q1	$1.05M	Sell	15,536 -824	-5%	-$62.1K	0.38%	54
2024 Q4	$1.27M	Sell	16,360 -32	-0.2%	-$2.46K	0.5%	47
2024 Q3	$1.17M	Sell	16,392 -640	-4%	-$45.5K	0.45%	49
2024 Q2	$1.24M	Sell	17,032 -176	-1%	-$11.7K	0.48%	48
2024 Q1	$1.13M	Sell	17,208 -6,040	-26%	-$383K	0.46%	49
2023 Q4	$1.41M	Sell	23,248 -360	-2%	-$20.1K	0.55%	42
2023 Q3	$1.22M	Sell	23,608 -24	-0.1%	-$1.3K	0.52%	42
2023 Q2	$1.31M	Sell	23,632 -56	-0.2%	-$2.81K	0.53%	41
2023 Q1	$1.14M	Sell	23,688 -240	-1%	-$10.6K	0.48%	42
2022 Q4	$955K	Hold	23,928	–	–	0.32%	51
2022 Q3	$919K	Hold	23,928	–	–	0.43%	44
2022 Q2	$1.14M	Sell	23,928 -2,168	-8%	-$97.7K	0.42%	45
2022 Q1	$1.36M	Buy	26,096 +2,072	+9%	+$106K	0.43%	42
2021 Q4	$1.38M	Buy	24,024 +48	+0.2%	+$2.63K	0.29%	47
2021 Q3	$1.32M	Sell	23,976 -80	-0.3%	-$4.15K	0.32%	57
2021 Q2	$1.2M	Sell	24,056 -1,480	-6%	-$69.8K	0.37%	50
2021 Q1	$1.14M	Sell	25,536 -1,048	-4%	-$47.1K	0.39%	43
2020 Q4	$1.18M	Sell	26,584 -136	-0.5%	-$5.59K	0.41%	36
2020 Q3	$1.04M	Buy	26,720 +1,136	+4%	+$42.8K	0.54%	29
2020 Q2	$891K	Sell	25,584 -200	-0.8%	-$6.24K	0.62%	25
2020 Q1	$683K	Sell	25,784 -7,808	-23%	-$237K	0.56%	32
2019 Q4	$1.03M	Sell	33,592 -24,368	-42%	-$698K	0.59%	38
2019 Q3	$1.56M	Sell	57,960 -12,264	-17%	-$330K	1.02%	22
2019 Q2	$1.76M	Hold	70,224	–	–	1.2%	21
2019 Q1	$1.76M	Sell	70,224 -592	-0.8%	-$13.8K	1.2%	21
2018 Q4	$1.48M	Buy	+70,816	New	+$1.6M	1.19%	21