SWA
SOA 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 | $2.14M | Sell |
3,231
-73
| -2% | -$48.4K | 0.4% | 51 |
|
|
2025
Q1 | $1.79M | Sell |
3,304
-136
| -4% | -$73.8K | 0.37% | 51 |
|
|
2024
Q4 | $2.14M | Sell |
3,440
-431
| -11% | -$268K | 0.39% | 50 |
|
|
2024
Q3 | $2.27M | Sell |
3,871
-96
| -2% | -$56.3K | 0.43% | 48 |
|
|
2024
Q2 | $2.29M | Sell |
3,967
-92
| -2% | -$53K | 0.46% | 45 |
|
|
2024
Q1 | $2.13M | Buy |
4,059
+156
| +4% | +$81.8K | 0.44% | 45 |
|
|
2023
Q4 | $1.89M | Buy |
3,903
+430
| +12% | +$208K | 0.42% | 47 |
|
|
2023
Q3 | $1.44M | Buy |
3,473
+12
| +0.3% | +$4.98K | 0.36% | 52 |
|
|
2023
Q2 | $1.53M | Sell |
3,461
-23
| -0.7% | -$10.2K | 0.36% | 53 |
|
|
2023
Q1 | $1.34M | Buy |
3,484
+12
| +0.3% | +$4.63K | 0.33% | 56 |
|
|
2022
Q4 | $1.11M | Buy |
3,472
+8
| +0.2% | +$2.56K | 0.3% | 58 |
|
|
2022
Q3 | $1.06M | Buy |
3,464
+195
| +6% | +$59.9K | 0.32% | 58 |
|
|
2022
Q2 | $1.07M | Buy |
3,269
+139
| +4% | +$45.4K | 0.31% | 58 |
|
|
2022
Q1 | $1.3M | Buy |
3,130
+551
| +21% | +$229K | 0.32% | 62 |
|
|
2021
Q4 | $1.19M | Buy |
2,579
+128
| +5% | +$58.9K | 0.29% | 61 |
|
|
2021
Q3 | $983K | Sell |
2,451
-72
| -3% | -$28.9K | 0.25% | 66 |
|
|
2021
Q2 | $1.01M | Sell |
2,523
-199
| -7% | -$79.3K | 0.26% | 67 |
|
|
2021
Q1 | $976K | Sell |
2,722
-7
| -0.3% | -$2.51K | 0.27% | 66 |
|
|
2020
Q4 | $1.02M | Buy |
+2,729
| New | +$1.02M | 0.28% | 63 |
|