USCWA
U.S. Capital 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 | $7.8M | Buy |
11,765
+3,279
| +39% | +$2.17M | 0.23% | 120 |
|
|
2025
Q1 | $4.6M | Sell |
8,486
-23
| -0.3% | -$12.5K | 0.14% | 164 |
|
|
2024
Q4 | $5.29M | Buy |
8,509
+4,209
| +98% | +$2.62M | 0.16% | 148 |
|
|
2024
Q3 | $2.52M | Sell |
4,300
-115
| -3% | -$67.5K | 0.09% | 213 |
|
|
2024
Q2 | $2.55M | Buy |
4,415
+390
| +10% | +$225K | 0.1% | 196 |
|
|
2024
Q1 | $2.11M | Sell |
4,025
-227
| -5% | -$119K | 0.08% | 221 |
|
|
2023
Q4 | $2.06M | Sell |
4,252
-209
| -5% | -$101K | 0.08% | 222 |
|
|
2023
Q3 | $1.85M | Sell |
4,461
-15
| -0.3% | -$6.22K | 0.08% | 210 |
|
|
2023
Q2 | $1.98M | Buy |
4,476
+522
| +13% | +$231K | 0.09% | 210 |
|
|
2023
Q1 | $1.52M | Buy |
3,954
+925
| +31% | +$357K | 0.07% | 246 |
|
|
2022
Q4 | $967K | Sell |
3,029
-355
| -10% | -$113K | 0.04% | 333 |
|
|
2022
Q3 | $1.04M | Sell |
3,384
-773
| -19% | -$238K | 0.05% | 328 |
|
|
2022
Q2 | $1.36M | Sell |
4,157
-246
| -6% | -$80.3K | 0.06% | 295 |
|
|
2022
Q1 | $1.83M | Sell |
4,403
-227
| -5% | -$94.6K | 0.07% | 273 |
|
|
2021
Q4 | $2.12M | Sell |
4,630
-1,096
| -19% | -$502K | 0.08% | 244 |
|
|
2021
Q3 | $2.3M | Buy |
+5,726
| New | +$2.3M | 0.1% | 224 |
|