W Advisors LLC’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
3,294
-252
| -7% | -$167K | 1.25% | 21 |
|
|
2025
Q1 | $1.92M | Buy |
3,546
+26
| +0.7% | +$14.1K | 1.2% | 20 |
|
|
2024
Q4 | $2.19M | Buy |
3,520
+101
| +3% | +$62.8K | 1.35% | 18 |
|
|
2024
Q3 | $2.01M | Buy |
3,419
+391
| +13% | +$229K | 1.23% | 21 |
|
|
2024
Q2 | $1.75M | Buy |
3,028
+538
| +22% | +$310K | 1.14% | 20 |
|
|
2024
Q1 | $1.31M | Buy |
2,490
+70
| +3% | +$36.7K | 0.9% | 29 |
|
|
2023
Q4 | $1.17M | Buy |
2,420
+250
| +12% | +$121K | 0.87% | 29 |
|
|
2023
Q3 | $900K | Sell |
2,170
-360
| -14% | -$149K | 0.74% | 35 |
|
|
2023
Q2 | $1.12M | Sell |
2,530
-1
| -0% | -$442 | 0.88% | 32 |
|
|
2023
Q1 | $976K | Buy |
2,531
+559
| +28% | +$215K | 0.81% | 31 |
|
|
2022
Q4 | $630K | Sell |
1,972
-197
| -9% | -$62.9K | 0.52% | 44 |
|
|
2022
Q3 | $666K | Sell |
2,169
-271
| -11% | -$83.2K | 0.62% | 44 |
|
|
2022
Q2 | $797K | Sell |
2,440
-856
| -26% | -$280K | 0.69% | 36 |
|
|
2022
Q1 | $1.37M | Sell |
3,296
-2,200
| -40% | -$916K | 1.04% | 28 |
|
|
2021
Q4 | $2.52M | Buy |
+5,496
| New | +$2.52M | 1.88% | 15 |
|