QWM
Quaker Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
+15,411
| New | +$10.2M | 3.42% | 8 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 814 |
|
|
2024
Q3 | $8.28M | Buy |
+14,121
| New | +$8.28M | 3.03% | 11 |
|
|
2024
Q1 | $7.09M | Sell |
13,516
-2,316
| -15% | -$1.21M | 2.87% | 11 |
|
|
2023
Q4 | $7.66M | Sell |
15,832
-170
| -1% | -$82.3K | 3.45% | 9 |
|
|
2023
Q3 | $6.64M | Sell |
16,002
-1,688
| -10% | -$700K | 3.24% | 10 |
|
|
2023
Q2 | $7.82M | Buy |
17,690
+53
| +0.3% | +$23.4K | 3.53% | 9 |
|
|
2023
Q1 | $6.8M | Sell |
17,637
-10,759
| -38% | -$4.15M | 3.17% | 9 |
|
|
2022
Q4 | $9.07M | Buy |
28,396
+45
| +0.2% | +$14.4K | 4.6% | 8 |
|
|
2022
Q3 | $8.71M | Buy |
28,351
+2,964
| +12% | +$911K | 4.56% | 8 |
|
|
2022
Q2 | $8.29M | Buy |
25,387
+9,694
| +62% | +$3.17M | 4.18% | 8 |
|
|
2022
Q1 | $6.54M | Buy |
15,693
+1,038
| +7% | +$432K | 2.84% | 12 |
|
|
2021
Q4 | $6.71M | Buy |
14,655
+695
| +5% | +$318K | 2.85% | 11 |
|
|
2021
Q3 | $5.6M | Buy |
+13,960
| New | +$5.6M | 6.43% | 5 |
|
|
2021
Q1 | $5.27M | Sell |
14,696
-1,458
| -9% | -$523K | 2.44% | 12 |
|
|
2020
Q4 | $5.72M | Sell |
16,154
-945
| -6% | -$334K | 3% | 10 |
|
|
2020
Q3 | $5.33M | Buy |
17,099
+273
| +2% | +$85K | 2.86% | 11 |
|
|
2020
Q2 | $4.69M | Buy |
16,826
+2,329
| +16% | +$649K | 2.8% | 10 |
|
|
2020
Q1 | $3.07M | Buy |
14,497
+3,918
| +37% | +$830K | 2.18% | 10 |
|
|
2019
Q4 | $2.59M | Buy |
+10,579
| New | +$2.59M | 1.54% | 12 |
|