TBWA
Three Bridge Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-513
| Closed | -$248K | – | 99 |
|
|
2023
Q4 | $248K | Hold |
513
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $213K | Hold |
513
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $227K | Buy |
+513
| New | +$227K | 0.1% | 84 |
|
|
2022
Q2 | – | Sell |
-513
| Closed | -$214K | – | 91 |
|
|
2022
Q1 | $214K | Buy |
+513
| New | +$214K | 0.06% | 84 |
|