SWM
Sugarloaf Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $348K | Hold |
560
| – | – | 0.07% | 117 |
|
|
2024
Q3 | $328K | Hold |
560
| – | – | 0.06% | 113 |
|
|
2024
Q2 | $323K | Hold |
560
| – | – | 0.07% | 111 |
|
|
2024
Q1 | $294K | Hold |
560
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $271K | Hold |
560
| – | – | 0.07% | 109 |
|
|
2023
Q3 | $232K | Hold |
560
| – | – | 0.06% | 109 |
|
|
2023
Q2 | $248K | Hold |
560
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $216K | Hold |
560
| – | – | 0.05% | 122 |
|
|
2022
Q4 | $179K | Hold |
560
| – | – | 0.04% | 136 |
|
|
2022
Q3 | $173K | Hold |
560
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $183K | Hold |
560
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $233K | Sell |
560
-360
| -39% | -$150K | 0.06% | 111 |
|
|
2021
Q4 | $421K | Buy |
920
+1
| +0.1% | +$458 | 0.1% | 81 |
|
|
2021
Q3 | $369K | Sell |
919
-110
| -11% | -$44.2K | 0.1% | 82 |
|
|
2021
Q2 | $410K | Buy |
1,029
+945
| +1,125% | +$377K | 0.11% | 79 |
|
|
2021
Q1 | $526 | Sell |
84
-476
| -85% | -$2.98K | 0.16% | 66 |
|
|
2020
Q4 | $198K | Sell |
560
-94
| -14% | -$33.2K | 0.07% | 115 |
|
|
2020
Q3 | $204K | Hold |
654
| – | – | 0.07% | 113 |
|
|
2020
Q2 | $182K | Hold |
654
| – | – | 0.07% | 114 |
|
|
2020
Q1 | $139K | Buy |
654
+11
| +2% | +$2.34K | 0.06% | 129 |
|
|
2019
Q4 | $158K | Buy |
+643
| New | +$158K | 0.07% | 137 |
|