WMA
Wealth Management Associates’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
3,231
-5
| -0.2% | -$3.32K | 0.83% | 30 |
|
|
2025
Q1 | $1.76M | Sell |
3,236
-4
| -0.1% | -$2.17K | 0.75% | 29 |
|
|
2024
Q4 | $2.01M | Sell |
3,240
-46
| -1% | -$28.6K | 0.86% | 28 |
|
|
2024
Q3 | $1.93M | Sell |
3,286
-88
| -3% | -$51.6K | 0.85% | 27 |
|
|
2024
Q2 | $1.95M | Hold |
3,374
| – | – | 0.91% | 23 |
|
|
2024
Q1 | $1.95M | Buy |
3,374
+57
| +2% | +$32.9K | 0.91% | 23 |
|
|
2023
Q4 | $1.61M | Buy |
3,317
+115
| +4% | +$55.7K | 0.85% | 26 |
|
|
2023
Q3 | $1.33M | Buy |
3,202
+171
| +6% | +$70.9K | 0.78% | 30 |
|
|
2023
Q2 | $1.34M | Sell |
3,031
-13
| -0.4% | -$5.75K | 0.76% | 29 |
|
|
2023
Q1 | $1.17M | Sell |
3,044
-34
| -1% | -$13.1K | 0.72% | 32 |
|
|
2022
Q4 | $983K | Sell |
3,078
-134
| -4% | -$42.8K | 0.65% | 36 |
|
|
2022
Q3 | $987K | Sell |
3,212
-25
| -0.8% | -$7.68K | 0.7% | 36 |
|
|
2022
Q2 | $1.06M | Sell |
3,237
-408
| -11% | -$133K | 0.72% | 33 |
|
|
2022
Q1 | $1.52M | Sell |
3,645
-189
| -5% | -$78.7K | 0.86% | 25 |
|
|
2021
Q4 | $1.76M | Sell |
3,834
-80
| -2% | -$36.7K | 0.94% | 20 |
|
|
2021
Q3 | $1.57M | Sell |
3,914
-33
| -0.8% | -$13.2K | 0.92% | 22 |
|
|
2021
Q2 | $1.57M | Buy |
3,947
+71
| +2% | +$28.3K | 0.89% | 23 |
|
|
2021
Q1 | $1.39M | Sell |
3,876
-22
| -0.6% | -$7.89K | 0.88% | 22 |
|
|
2020
Q4 | $1.38M | Sell |
3,898
-284
| -7% | -$100K | 0.91% | 23 |
|
|
2020
Q3 | $1.3M | Sell |
4,182
-683
| -14% | -$213K | 1.01% | 23 |
|
|
2020
Q2 | $1.36M | Buy |
4,865
+1
| +0% | +$279 | 1.14% | 20 |
|
|
2020
Q1 | $1.03M | Buy |
4,864
+246
| +5% | +$52.1K | 1.04% | 23 |
|
|
2019
Q4 | $1.13M | Buy |
4,618
+306
| +7% | +$74.9K | 0.81% | 29 |
|
|
2019
Q3 | $929K | Buy |
4,312
+524
| +14% | +$113K | 0.75% | 30 |
|
|
2019
Q2 | $799K | Buy |
3,788
+55
| +1% | +$11.6K | 0.8% | 31 |
|
|
2019
Q1 | $749K | Buy |
3,733
+261
| +8% | +$52.4K | 0.82% | 29 |
|
|
2018
Q4 | $579K | Buy |
+3,472
| New | +$579K | 0.78% | 31 |
|