VWM
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VCI Wealth Management’s Gartner IT Stock Holding History

VCI Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,538
Closed -$691K – 112
2024
Q2 		$691K Buy
1,538
+517
+51% +$232K 0.34% 72
2024
Q1 		$487K Buy
+1,021
New +$487K 0.33% 81