Glass Jacobson Investment Advisors’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 | $713K | Buy |
1,075
+261
| +32% | +$173K | 0.27% | 95 |
|
|
2025
Q1 | $506K | Hold |
814
| – | – | 0.17% | 141 |
|
|
2024
Q4 | $506K | Buy |
814
+274
| +51% | +$170K | 0.17% | 141 |
|
|
2024
Q3 | $317K | Sell |
540
-428
| -44% | -$251K | 0.11% | 180 |
|
|
2024
Q2 | $558K | Buy |
968
+732
| +310% | +$422K | 0.2% | 120 |
|
|
2024
Q1 | $124K | Sell |
236
-74
| -24% | -$38.8K | 0.05% | 254 |
|
|
2023
Q4 | $150K | Sell |
310
-76
| -20% | -$36.8K | 0.06% | 231 |
|
|
2023
Q3 | $160K | Sell |
386
-2
| -0.5% | -$830 | 0.07% | 222 |
|
|
2023
Q2 | $171K | Buy |
+388
| New | +$171K | 0.08% | 206 |
|
|
2022
Q4 | $124K | Buy |
+388
| New | +$124K | 0.06% | 242 |
|