Jackson Grant Investment Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Jackson Grant Investment Advisers’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	1,662 +501	+43%	+$332K	0.4%	41
2025 Q1	$630K	Buy	1,161 +1	+0.1%	+$542	0.24%	58
2024 Q4	$721K	Buy	1,160 +2	+0.2%	+$1.24K	0.28%	51
2024 Q3	$679K	Buy	1,158 +3	+0.3%	+$1.76K	0.25%	57
2024 Q2	$666K	Buy	1,155 +90	+8%	+$51.9K	0.27%	56
2024 Q1	$558K	Buy	1,065 +3	+0.3%	+$1.57K	0.23%	63
2023 Q4	$514K	Buy	1,062 +4	+0.4%	+$1.94K	0.23%	63
2023 Q3	$439K	Sell	1,058 -131	-11%	-$54.4K	0.21%	63
2023 Q2	$526K	Sell	1,189 -7	-0.6%	-$3.1K	0.24%	56
2023 Q1	$461K	Sell	1,196 -6	-0.5%	-$2.31K	0.22%	65
2022 Q4	$384K	Sell	1,202 -66	-5%	-$21.1K	0.19%	69
2022 Q3	$390K	Sell	1,268 -132	-9%	-$40.6K	0.2%	69
2022 Q2	$457K	Sell	1,400 -143	-9%	-$46.7K	0.23%	62
2022 Q1	$643K	Buy	+1,543	New	+$643K	0.27%	53
2021 Q4	–	Sell	-1,604	Closed	-$644K	–	323
2021 Q3	$644K	Hold	1,604	–	–	0.29%	53
2021 Q2	$640K	Buy	1,604 +1	+0.1%	+$399	0.28%	52
2021 Q1	$575K	Buy	1,603 +759	+90%	+$272K	0.26%	54
2020 Q4	$299K	Sell	844 -96	-10%	-$34K	0.15%	77
2020 Q3	$293K	Buy	940 +2	+0.2%	+$623	0.18%	67
2020 Q2	$261K	Buy	938 +188	+25%	+$52.3K	0.17%	67
2020 Q1	$159K	Buy	750 +7	+0.9%	+$1.48K	0.12%	80
2019 Q4	$182K	Buy	743 +5	+0.7%	+$1.23K	0.1%	92
2019 Q3	$159K	Buy	738 +46	+7%	+$9.91K	0.09%	96
2019 Q2	$146K	Buy	692 +2	+0.3%	+$422	0.09%	97
2019 Q1	$139K	Buy	690 +27	+4%	+$5.44K	0.08%	96
2018 Q4	$111K	Buy	663 +4	+0.6%	+$670	0.08%	105
2018 Q3	$133K	Buy	659 +2	+0.3%	+$404	0.08%	104
2018 Q2	$119K	Buy	657 +150	+30%	+$27.2K	0.08%	105
2018 Q1	$87K	Buy	507 +18	+4%	+$3.09K	0.06%	123
2017 Q4	$81K	Buy	489 +3	+0.6%	+$497	0.05%	129
2017 Q3	$74K	Buy	486 +22	+5%	+$3.35K	0.05%	126
2017 Q2	$65K	Buy	+464	New	+$65K	0.05%	117
2016 Q2	–	Sell	-437	Closed	-$48K	–	171
2016 Q1	$48K	Buy	437 +2	+0.5%	+$220	0.04%	105
2015 Q4	$47K	Buy	+435	New	+$47K	0.04%	108