SWA
SFMG 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 | $472K | Hold |
712
| – | – | 0.04% | 162 |
|
|
2025
Q1 | $386K | Buy |
712
+2
| +0.3% | +$1.09K | 0.03% | 171 |
|
|
2024
Q4 | $441K | Buy |
710
+10
| +1% | +$6.22K | 0.03% | 161 |
|
|
2024
Q3 | $411K | Buy |
700
+19
| +3% | +$11.1K | 0.03% | 167 |
|
|
2024
Q2 | $393K | Hold |
681
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $357K | Buy |
681
+1
| +0.1% | +$524 | 0.03% | 181 |
|
|
2023
Q4 | $329K | Sell |
680
-50
| -7% | -$24.2K | 0.03% | 181 |
|
|
2023
Q3 | $303K | Buy |
730
+34
| +5% | +$14.1K | 0.03% | 178 |
|
|
2023
Q2 | $308K | Hold |
696
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $268K | Hold |
696
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $222K | Hold |
696
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $210K | Sell |
696
-7
| -1% | -$2.11K | 0.02% | 213 |
|
|
2022
Q2 | $230K | Hold |
703
| – | – | 0.03% | 213 |
|
|
2022
Q1 | $293K | Hold |
703
| – | – | 0.03% | 204 |
|
|
2021
Q4 | $322K | Buy |
703
+146
| +26% | +$66.9K | 0.03% | 192 |
|
|
2021
Q3 | $224K | Hold |
557
| – | – | 0.02% | 224 |
|
|
2021
Q2 | $222K | Buy |
+557
| New | +$222K | 0.02% | 226 |
|