VWM
VCI Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,708
| Closed | -$366K | – | 102 |
|
|
2024
Q3 | $366K | Sell |
9,708
-2,302
| -19% | -$86.8K | 0.16% | 86 |
|
|
2024
Q2 | $440K | Buy |
12,010
+4,091
| +52% | +$150K | 0.22% | 86 |
|
|
2024
Q1 | $279K | Sell |
7,919
-2,485
| -24% | -$87.5K | 0.19% | 94 |
|
|
2023
Q4 | $340K | Buy |
+10,404
| New | +$340K | 0.21% | 89 |
|