SWM
Selective 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 | $932K | Sell |
1,377
-1
| -0.1% | -$677 | 0.34% | 38 |
|
|
2025
Q1 | $717K | Buy |
1,378
+10
| +0.7% | +$5.2K | 0.31% | 44 |
|
|
2024
Q4 | $834K | Sell |
1,368
-184
| -12% | -$112K | 0.34% | 42 |
|
|
2024
Q3 | $918K | Sell |
1,552
-1
| -0.1% | -$591 | 0.38% | 37 |
|
|
2024
Q2 | $929K | Hold |
1,553
| – | – | 0.41% | 37 |
|
|
2024
Q1 | $798K | Buy |
1,553
+2
| +0.1% | +$1.03K | 0.35% | 40 |
|
|
2023
Q4 | $717K | Hold |
1,551
| – | – | 0.36% | 37 |
|
|
2023
Q3 | $644K | Hold |
1,551
| – | – | 0.35% | 37 |
|
|
2023
Q2 | $678K | Buy |
+1,551
| New | +$678K | 0.34% | 38 |
|
|
2022
Q4 | $504K | Buy |
1,491
+46
| +3% | +$15.6K | 0.27% | 50 |
|
|
2022
Q3 | $444K | Buy |
1,445
+131
| +10% | +$40.3K | 0.19% | 68 |
|
|
2022
Q2 | $429K | Buy |
1,314
+8
| +0.6% | +$2.61K | 0.15% | 84 |
|
|
2022
Q1 | $544K | Buy |
1,306
+2
| +0.2% | +$833 | 0.2% | 63 |
|
|
2021
Q4 | $598K | Buy |
+1,304
| New | +$598K | 0.24% | 51 |
|