SVWAG
Sound View Wealth Advisors Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
25,733
-323
| -1% | -$214K | 1.26% | 20 |
|
|
2025
Q1 | $14.1M | Sell |
26,056
-1,132
| -4% | -$614K | 1.16% | 23 |
|
|
2024
Q4 | $16.9M | Buy |
27,188
+220
| +0.8% | +$137K | 1.36% | 17 |
|
|
2024
Q3 | $15.8M | Buy |
26,968
+3,773
| +16% | +$2.21M | 1.29% | 18 |
|
|
2024
Q2 | $13.4M | Buy |
23,195
+271
| +1% | +$156K | 1.38% | 18 |
|
|
2024
Q1 | $12M | Sell |
22,924
-1,875
| -8% | -$983K | 1.28% | 19 |
|
|
2023
Q4 | $12M | Buy |
24,799
+3,354
| +16% | +$1.62M | 1.32% | 16 |
|
|
2023
Q3 | $8.9M | Buy |
21,445
+1,554
| +8% | +$645K | 1.11% | 22 |
|
|
2023
Q2 | $8.79M | Buy |
19,891
+447
| +2% | +$198K | 1.15% | 20 |
|
|
2023
Q1 | $7.5M | Sell |
19,444
-5,355
| -22% | -$2.06M | 1.03% | 22 |
|
|
2022
Q4 | $12M | Buy |
24,799
+9,329
| +60% | +$4.52M | 1.32% | 16 |
|
|
2022
Q3 | $4.76M | Sell |
15,470
-403
| -3% | -$124K | 1.07% | 24 |
|
|
2022
Q2 | $5.18M | Sell |
15,873
-151
| -0.9% | -$49.3K | 1.09% | 26 |
|
|
2022
Q1 | $6.67M | Sell |
16,024
-136
| -0.8% | -$56.6K | 1.27% | 20 |
|
|
2021
Q4 | $7.4M | Sell |
16,160
-134
| -0.8% | -$61.4K | 1.4% | 15 |
|
|
2021
Q3 | $6.54M | Buy |
16,294
+535
| +3% | +$215K | 1.37% | 16 |
|
|
2021
Q2 | $6.28M | Sell |
15,759
-58
| -0.4% | -$23.1K | 1.32% | 18 |
|
|
2021
Q1 | $5.67M | Sell |
15,817
-103
| -0.6% | -$36.9K | 1.32% | 18 |
|
|
2020
Q4 | $5.63M | Buy |
15,920
+402
| +3% | +$142K | 1.38% | 17 |
|
|
2020
Q3 | $4.83M | Buy |
15,518
+832
| +6% | +$259K | 1.27% | 20 |
|
|
2020
Q2 | $4.09M | Buy |
14,686
+304
| +2% | +$84.7K | 1.15% | 26 |
|
|
2020
Q1 | $3.05M | Buy |
14,382
+225
| +2% | +$47.7K | 1.05% | 30 |
|
|
2019
Q4 | $3.47M | Buy |
14,157
+1,223
| +9% | +$299K | 0.98% | 32 |
|
|
2019
Q3 | $2.79M | Buy |
12,934
+945
| +8% | +$204K | 0.83% | 39 |
|
|
2019
Q2 | $2.53M | Buy |
+11,989
| New | +$2.53M | 0.75% | 42 |
|