Altura Wealth Advisors Inc. VGT holdings history
VANGUARD INFO TECH ETF · CUSIP 92204A702 · CIK 1931465
As of 2026-06-30, Altura Wealth Advisors Inc. reported 112.94K VGT (shares), valued at $13.50M, or 4.55% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 712.20%; reported value increased 39.13%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.55% | 112,944 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 4.23% | 13,906 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 4.49% | 13,838 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 4.62% | 13,007 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 4.27% | 11,511 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 4.37% | 12,142 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 4.59% | 10,012 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 4.53% | 11,788 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 5.33% | 9,391 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 2.45% | 3,979 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 0.67% | 1,306 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.67% | 1,306 | $632.31K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.45% | 3,979 | $2.09M | Shares increased 204.67%; reported value increased 229.92%, and weight changed +1.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 5.33% | 9,391 | $5.41M | Shares increased 136.01%; reported value increased 159.57%, and weight changed +2.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 4.53% | 11,788 | $6.91M | Shares increased 25.52%; reported value increased 27.68%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 4.59% | 10,012 | $6.23M | Shares decreased 15.07%; reported value decreased 9.95%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 4.37% | 12,142 | $6.59M | Shares increased 21.27%; reported value increased 5.78%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 4.27% | 11,511 | $7.64M | Shares decreased 5.20%; reported value increased 15.94%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.62% | 13,007 | $9.71M | Shares increased 13.00%; reported value increased 27.19%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 4.49% | 13,838 | $10.43M | Shares increased 6.39%; reported value increased 7.41%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 4.23% | 13,906 | $9.70M | Shares increased 0.49%; reported value decreased 6.98%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.55% | 112,944 | $13.50M | Shares increased 712.20%; reported value increased 39.13%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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