JBR Co Financial Management’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 | $10.5M | Sell |
15,875
-1,061
| -6% | -$704K | 5.2% | 3 |
|
|
2025
Q1 | $9.19M | Buy |
16,936
+405
| +2% | +$220K | 5.37% | 2 |
|
|
2024
Q4 | $10.3M | Buy |
16,531
+461
| +3% | +$287K | 6.27% | 2 |
|
|
2024
Q3 | $9.43M | Sell |
16,070
-113
| -0.7% | -$66.3K | 6.17% | 2 |
|
|
2024
Q2 | $9.33M | Buy |
16,183
+50
| +0.3% | +$28.8K | 6.55% | 2 |
|
|
2024
Q1 | $8.46M | Sell |
16,133
-464
| -3% | -$243K | 6.75% | 2 |
|
|
2023
Q4 | $8.03M | Buy |
+16,597
| New | +$8.03M | 7.54% | 2 |
|