J.P. Morgan Private Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$79.5M	Sell	191,499 -164	-0.1%	-$68K	0.23%	104
2023 Q2	$84.7M	Sell	191,663 -33,728	-15%	-$14.9M	0.44%	48
2023 Q1	$86.9M	Sell	225,391 -31,157	-12%	-$12M	0.18%	121
2022 Q4	$81.9M	Buy	256,548 +37,318	+17%	+$11.9M	0.18%	121
2022 Q3	$67.4M	Buy	219,230 +9,478	+5%	+$2.91M	0.18%	130
2022 Q2	$68.5M	Buy	209,752 +11,388	+6%	+$3.72M	0.18%	136
2022 Q1	$82.6M	Buy	198,364 +23,545	+13%	+$9.81M	0.18%	134
2021 Q4	$80.1M	Buy	174,819 +5,677	+3%	+$2.6M	0.17%	139
2021 Q3	$67.9M	Buy	169,142 +13,272	+9%	+$5.33M	0.17%	146
2021 Q2	$62.2M	Buy	155,870 +12,739	+9%	+$5.08M	0.16%	146
2021 Q1	$51.3M	Sell	143,131 -31,068	-18%	-$11.1M	0.17%	140
2020 Q4	$61.6M	Sell	174,199 -23,310	-12%	-$8.25M	0.2%	121
2020 Q3	$61.5M	Buy	197,509 +16,603	+9%	+$5.17M	0.24%	103
2020 Q2	$50.4M	Buy	180,906 +34,474	+24%	+$9.61M	0.23%	109
2020 Q1	$31M	Buy	146,432 +40,453	+38%	+$8.57M	0.18%	127
2019 Q4	$25.9M	Buy	105,979 +14,010	+15%	+$3.43M	0.12%	170
2019 Q3	$19.8M	Buy	91,969 +8,927	+11%	+$1.92M	0.1%	186
2019 Q2	$17.5M	Sell	83,042 -14,564	-15%	-$3.07M	0.1%	199
2019 Q1	$19.6M	Buy	97,606 +10,783	+12%	+$2.16M	0.1%	197
2018 Q4	$14.5M	Buy	86,823 +34,919	+67%	+$5.83M	0.09%	209
2018 Q3	$10.5M	Buy	51,904 +5,525	+12%	+$1.12M	0.05%	287
2018 Q2	$8.41M	Buy	46,379 +5,329	+13%	+$967K	0.05%	301
2018 Q1	$7.02M	Buy	41,050 +834	+2%	+$143K	0.05%	276
2017 Q4	$6.63M	Sell	40,216 -15,781	-28%	-$2.6M	0.04%	292
2017 Q3	$8.51M	Sell	55,997 -4,748	-8%	-$722K	0.06%	250
2017 Q2	$8.56M	Buy	60,745 +207	+0.3%	+$29.2K	0.06%	233
2017 Q1	$8.21M	Sell	60,538 -1,247	-2%	-$169K	0.06%	240
2016 Q4	$7.51M	Buy	61,785 +137	+0.2%	+$16.6K	0.07%	221
2016 Q3	$7.42M	Sell	61,648 -5,020	-8%	-$604K	0.07%	227
2016 Q2	$7.14M	Buy	66,668 +4,531	+7%	+$485K	0.07%	225
2016 Q1	$6.81M	Buy	62,137 +10,020	+19%	+$1.1M	0.07%	216
2015 Q4	$5.64M	Buy	52,117 +1,723	+3%	+$187K	0.06%	228
2015 Q3	$5.04M	Buy	50,394 +1,820	+4%	+$182K	0.06%	226
2015 Q2	$5.16M	Sell	48,574 -811	-2%	-$86.2K	0.06%	241
2015 Q1	$5.26M	Sell	49,385 -406	-0.8%	-$43.3K	0.06%	242
2014 Q4	$5.2M	Buy	49,791 +1,050	+2%	+$110K	0.06%	242
2014 Q3	$4.88M	Buy	48,741 +6,390	+15%	+$640K	0.06%	249
2014 Q2	$4.1M	Buy	42,351 +4,133	+11%	+$400K	0.07%	222
2014 Q1	$3.5M	Buy	38,218 +11,296	+42%	+$1.03M	0.06%	229
2013 Q4	$2.41M	Buy	26,922 +6,483	+32%	+$581K	0.05%	236
2013 Q3	$1.65M	Buy	20,439 +15,917	+352%	+$1.28M	0.04%	260
2013 Q2	$335K	Buy	+4,522	New	+$335K	0.01%	479