WIM
Warwick Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
1,837
| – | – | 0.24% | 44 |
|
|
2025
Q1 | $996K | Hold |
1,837
| – | – | 0.21% | 47 |
|
|
2024
Q4 | $1.14M | Buy |
+1,837
| New | +$1.14M | 0.24% | 41 |
|
|
2024
Q3 | – | Sell |
-1,837
| Closed | -$1.06M | – | 113 |
|
|
2024
Q2 | $1.06M | Hold |
1,837
| – | – | 0.25% | 41 |
|
|
2024
Q1 | $963K | Hold |
1,837
| – | – | 0.23% | 41 |
|
|
2023
Q4 | $889K | Hold |
1,837
| – | – | 0.26% | 38 |
|
|
2023
Q3 | $762K | Hold |
1,837
| – | – | 0.29% | 36 |
|
|
2023
Q2 | $812K | Hold |
1,837
| – | – | 0.32% | 34 |
|
|
2023
Q1 | $708K | Hold |
1,837
| – | – | 0.3% | 33 |
|
|
2022
Q4 | $587K | Hold |
1,837
| – | – | 0.24% | 56 |
|
|
2022
Q3 | $565K | Hold |
1,837
| – | – | 0.33% | 15 |
|
|
2022
Q2 | $600K | Hold |
1,837
| – | – | 0.29% | 31 |
|
|
2022
Q1 | $765K | Hold |
1,837
| – | – | 0.33% | 27 |
|
|
2021
Q4 | $842K | Buy |
+1,837
| New | +$842K | 0.43% | 23 |
|