SWM
SilverOak 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 | $672K | Buy |
1,013
+510
| +101% | +$338K | 0.13% | 55 |
|
|
2025
Q1 | $273K | Hold |
503
| – | – | 0.06% | 79 |
|
|
2024
Q4 | $313K | Sell |
503
-81
| -14% | -$50.4K | 0.07% | 73 |
|
|
2024
Q3 | $343K | Sell |
584
-48
| -8% | -$28.2K | 0.08% | 69 |
|
|
2024
Q2 | $364K | Hold |
632
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $331K | Sell |
632
-38
| -6% | -$19.9K | 0.08% | 67 |
|
|
2023
Q4 | $324K | Buy |
+670
| New | +$324K | 0.09% | 66 |
|