SWA
Strategies 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 | $1.11M | Sell |
1,669
-1
| -0.1% | -$663 | 0.12% | 55 |
|
|
2025
Q1 | $906K | Sell |
1,670
-131
| -7% | -$71.1K | 0.11% | 58 |
|
|
2024
Q4 | $1.13M | Sell |
1,801
-115
| -6% | -$72.3K | 0.14% | 48 |
|
|
2024
Q3 | $1.12M | Sell |
1,916
-101
| -5% | -$59.3K | 0.15% | 38 |
|
|
2024
Q2 | $1.16M | Buy |
2,017
+82
| +4% | +$47.3K | 0.17% | 37 |
|
|
2024
Q1 | $1.01M | Sell |
1,935
-2
| -0.1% | -$1.05K | 0.16% | 38 |
|
|
2023
Q4 | $938K | Buy |
1,937
+264
| +16% | +$128K | 0.16% | 42 |
|
|
2023
Q3 | $694K | Sell |
1,673
-255
| -13% | -$106K | 0.14% | 45 |
|
|
2023
Q2 | $853K | Sell |
1,928
-2
| -0.1% | -$884 | 0.17% | 43 |
|
|
2023
Q1 | $744K | Sell |
1,930
-28
| -1% | -$10.8K | 0.16% | 42 |
|
|
2022
Q4 | $625K | Buy |
+1,958
| New | +$625K | 0.15% | 46 |
|
|
2022
Q2 | $664K | Buy |
2,033
+87
| +4% | +$28.4K | 0.19% | 50 |
|
|
2022
Q1 | $811K | Sell |
1,946
-60
| -3% | -$25K | 0.22% | 45 |
|
|
2021
Q4 | $919K | Buy |
+2,006
| New | +$919K | 0.26% | 42 |
|