SWM
Spire 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 | $60M | Sell |
90,731
-27,468
| -23% | -$18.2M | 2.16% | 8 |
|
|
2025
Q1 | $64.1M | Sell |
118,199
-8,382
| -7% | -$4.55M | 2.05% | 7 |
|
|
2024
Q4 | $78.7M | Buy |
126,581
+3,759
| +3% | +$2.34M | 2.44% | 6 |
|
|
2024
Q3 | $72M | Sell |
122,822
-15,978
| -12% | -$9.37M | 2.43% | 6 |
|
|
2024
Q2 | $79.9M | Sell |
138,800
-4,028
| -3% | -$2.32M | 2.82% | 5 |
|
|
2024
Q1 | $182M | Sell |
142,828
-774
| -0.5% | -$988K | 3.31% | 3 |
|
|
2023
Q4 | $71.8M | Buy |
143,602
+15,165
| +12% | +$7.58M | 2.37% | 6 |
|
|
2023
Q3 | $53.3M | Buy |
128,437
+15,362
| +14% | +$6.37M | 2.03% | 6 |
|
|
2023
Q2 | $50M | Buy |
113,075
+18,991
| +20% | +$8.4M | 1.85% | 6 |
|
|
2023
Q1 | $36.3M | Buy |
94,084
+13,134
| +16% | +$5.06M | 1.41% | 10 |
|
|
2022
Q4 | $25.9M | Sell |
80,950
-471
| -0.6% | -$150K | 1.45% | 12 |
|
|
2022
Q3 | $25M | Sell |
81,421
-11,173
| -12% | -$3.43M | 1.52% | 11 |
|
|
2022
Q2 | $30.2M | Sell |
92,594
-29,081
| -24% | -$9.5M | 1.25% | 10 |
|
|
2022
Q1 | $50.7M | Sell |
121,675
-17,200
| -12% | -$7.17M | 1.36% | 7 |
|
|
2021
Q4 | $63.9M | Buy |
138,875
+4,502
| +3% | +$2.07M | 1.42% | 8 |
|
|
2021
Q3 | $53.9M | Buy |
134,373
+19,481
| +17% | +$7.82M | 1.43% | 6 |
|
|
2021
Q2 | $45.9M | Buy |
114,892
+983
| +0.9% | +$393K | 1.24% | 6 |
|
|
2021
Q1 | $40M | Buy |
+113,909
| New | +$40M | 1.06% | 10 |
|