JPWM
Jamison Private Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
509
| – | – | 0.05% | 171 |
|
|
2025
Q1 | $276K | Hold |
509
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $317K | Hold |
509
| – | – | 0.05% | 173 |
|
|
2024
Q3 | $299K | Hold |
509
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $294K | Buy |
509
+504
| +10,080% | +$291K | 0.05% | 153 |
|
|
2024
Q1 | $2.72K | Hold |
5
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $2.5K | Hold |
5
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $2.14K | Buy |
+5
| New | +$2.14K | ﹤0.01% | 362 |
|