SWAG
Spectrum Wealth Advisory 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 | $257K | Buy |
388
+1
| +0.3% | +$663 | 0.12% | 53 |
|
|
2025
Q1 | $210K | Buy |
387
+2
| +0.5% | +$1.09K | 0.1% | 55 |
|
|
2024
Q4 | $239K | Buy |
385
+1
| +0.3% | +$622 | 0.11% | 52 |
|
|
2024
Q3 | $225K | Buy |
384
+1
| +0.3% | +$586 | 0.13% | 42 |
|
|
2024
Q2 | $221K | Hold |
383
| – | – | 0.24% | 32 |
|
|
2024
Q1 | $201K | Buy |
+383
| New | +$201K | 0.23% | 31 |
|
|
2020
Q4 | – | Sell |
-896
| Closed | -$278K | – | 43 |
|
|
2020
Q3 | $278K | Buy |
+896
| New | +$278K | 0.18% | 38 |
|