WCM
Windham Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-779
| Closed | -$449K | – | 28 |
|
|
2024
Q2 | $449K | Hold |
779
| – | – | 0.35% | 35 |
|
|
2024
Q1 | $408K | Buy |
+779
| New | +$408K | 0.32% | 38 |
|
|
2021
Q4 | – | Sell |
-1,199
| Closed | -$481K | – | 82 |
|
|
2021
Q3 | $481K | Buy |
1,199
+313
| +35% | +$126K | 0.1% | 58 |
|
|
2021
Q2 | $353K | Buy |
+886
| New | +$353K | 0.07% | 59 |
|
|
2019
Q2 | – | Sell |
-2,474
| Closed | -$496K | – | 66 |
|
|
2019
Q1 | $496K | Buy |
2,474
+899
| +57% | +$180K | 0.08% | 49 |
|
|
2018
Q4 | $263K | Sell |
1,575
-1,045
| -40% | -$174K | 0.06% | 26 |
|
|
2018
Q3 | $531K | Buy |
2,620
+345
| +15% | +$69.9K | 0.11% | 20 |
|
|
2018
Q2 | $413K | Buy |
2,275
+453
| +25% | +$82.2K | 0.08% | 20 |
|
|
2018
Q1 | $312K | Buy |
1,822
+85
| +5% | +$14.6K | 0.06% | 20 |
|
|
2017
Q4 | $286K | Buy |
+1,737
| New | +$286K | 0.06% | 20 |
|
|
2017
Q1 | – | Sell |
-2,424
| Closed | -$295K | – | 34 |
|
|
2016
Q4 | $295K | Buy |
2,424
+380
| +19% | +$46.2K | 0.07% | 21 |
|
|
2016
Q3 | $246K | Buy |
+2,044
| New | +$246K | 0.05% | 22 |
|