Jeppson Wealth 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 | $309K | Hold |
465
| – | – | 0.11% | 166 |
|
2025
Q1 | $252K | Buy |
465
+1
| +0.2% | +$542 | 0.09% | 173 |
|
2024
Q4 | $289K | Buy |
464
+1
| +0.2% | +$622 | 0.1% | 157 |
|
2024
Q3 | $271K | Buy |
463
+1
| +0.2% | +$586 | 0.1% | 166 |
|
2024
Q2 | $267K | Sell |
462
-5
| -1% | -$2.89K | 0.1% | 165 |
|
2024
Q1 | $245K | Sell |
467
-4
| -0.8% | -$2.1K | 0.1% | 174 |
|
2023
Q4 | $228K | Buy |
+471
| New | +$228K | 0.09% | 177 |
|
2023
Q3 | – | Sell |
-469
| Closed | -$207K | – | 201 |
|
2023
Q2 | $207K | Buy |
+469
| New | +$207K | 0.09% | 180 |
|
2022
Q1 | – | Sell |
-476
| Closed | -$218K | – | 178 |
|
2021
Q4 | $218K | Buy |
+476
| New | +$218K | 0.11% | 142 |
|
2020
Q4 | – | Sell |
-473
| Closed | -$147K | – | 441 |
|
2020
Q3 | $147K | Buy |
+473
| New | +$147K | 0.12% | 140 |
|