JFS Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $81.7K | Hold |
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|
2024
Q1 | $74.3K | Hold |
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|
2023
Q4 | $68.5K | Buy |
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|
2023
Q3 | $58.7K | Hold |
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|
2023
Q2 | $62.5K | Sell |
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|
2023
Q1 | $60.7K | Buy |
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|
2022
Q4 | $45.1K | Sell |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $54K | Buy |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $44K | Hold |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $34K | Hold |
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|
2015
Q4 | $34K | Buy |
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