Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.97M | Buy |
79,952
+1,632
| +2% | +$150K | 0.23% | 52 |
|
|
2025
Q4 | $7.38M | Buy |
78,320
+648
| +0.8% | +$61.6K | 0.24% | 51 |
|
|
2025
Q3 | $7.25M | Buy |
77,672
+56
| +0.1% | +$4.89K | 0.26% | 50 |
|
|
2025
Q2 | $6.43M | Buy |
77,616
+3,920
| +5% | +$285K | 0.26% | 49 |
|
|
2025
Q1 | $5M | Buy |
73,696
+48
| +0.1% | +$3.62K | 0.23% | 49 |
|
|
2024
Q4 | $5.72M | Buy |
73,648
+7,232
| +11% | +$555K | 0.26% | 45 |
|
|
2024
Q3 | $4.87M | Buy |
66,416
+64
| +0.1% | +$4.55K | 0.23% | 45 |
|
|
2024
Q2 | $4.78M | Buy |
66,352
+136
| +0.2% | +$9.04K | 0.25% | 42 |
|
|
2024
Q1 | $4.34M | Buy |
66,216
+592
| +0.9% | +$37.5K | 0.24% | 44 |
|
|
2023
Q4 | $3.97M | Sell |
65,624
-328
| -0.5% | -$18.3K | 0.24% | 43 |
|
|
2023
Q3 | $3.42M | Buy |
65,952
+40
| +0.1% | +$2.17K | 0.23% | 44 |
|
|
2023
Q2 | $3.64M | Sell |
65,912
-752
| -1% | -$37.8K | 0.24% | 45 |
|
|
2023
Q1 | $3.21M | Buy |
66,664
+56
| +0.1% | +$2.48K | 0.23% | 45 |
|
|
2022
Q4 | $2.66M | Sell |
66,608
-112
| -0.2% | -$4.57K | 0.2% | 56 |
|
|
2022
Q3 | $2.56M | Hold |
66,720
| – | – | 0.22% | 51 |
|
|
2022
Q2 | $2.72M | Buy |
66,720
+2,864
| +4% | +$129K | 0.23% | 47 |
|
|
2022
Q1 | $3.07M | Buy |
63,856
+40
| +0.1% | +$2.05K | 0.23% | 50 |
|
|
2021
Q4 | $3.65M | Buy |
63,816
+112
| +0.2% | +$6.15K | 0.25% | 46 |
|
|
2021
Q3 | $3.19M | Buy |
63,704
+9,944
| +18% | +$515K | 0.24% | 46 |
|
|
2021
Q2 | $2.68M | Buy |
53,760
+88
| +0.2% | +$4.15K | 0.21% | 50 |
|
|
2021
Q1 | $2.4M | Buy |
53,672
+35,520
| +196% | +$1.6M | 0.21% | 47 |
|
|
2020
Q4 | $803K | Buy |
18,152
+6,416
| +55% | +$264K | 0.08% | 103 |
|
|
2020
Q3 | $457K | Buy |
11,736
+8
| +0.1% | +$301 | 0.06% | 136 |
|
|
2020
Q2 | $409K | Hold |
11,728
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $311K | Buy |
11,728
+8
| +0.1% | +$242 | 0.05% | 136 |
|
|
2019
Q4 | $359K | Buy |
11,720
+8
| +0.1% | +$229 | 0.05% | 156 |
|
|
2019
Q3 | $316K | Hold |
11,712
| – | – | 0.05% | 160 |
|
|
2019
Q2 | $309K | Hold |
11,712
| – | – | 0.05% | 160 |
|
|
2019
Q1 | $294K | Buy |
11,712
+8
| +0.1% | +$186 | 0.04% | 172 |
|
|
2018
Q4 | $251K | Hold |
11,704
| – | – | 0.04% | 192 |
|
|
2018
Q3 | $296K | Sell |
11,704
-1,592
| -12% | -$38.7K | 0.05% | 162 |
|
|
2018
Q2 | $301K | Buy |
+13,296
| New | +$299K | 0.05% | 160 |
|
|
2017
Q1 | – | Sell |
-8,832
| Closed | -$134K | – | 520 |
|
|
2016
Q4 | $134K | Buy |
8,832
+6,896
| +356% | +$104K | 0.03% | 191 |
|
|
2016
Q3 | $29K | Hold |
1,936
| – | – | 0.01% | 415 |
|
|
2016
Q2 | $26K | Hold |
1,936
| – | – | 0.01% | 429 |
|
|
2016
Q1 | $27K | Buy |
1,936
+1,184
| +157% | +$15.1K | 0.01% | 434 |
|
|
2015
Q4 | $10K | Hold |
752
| – | – | ﹤0.01% | 557 |
|
|
2015
Q3 | $9K | Buy |
+752
| New | +$9.87K | ﹤0.01% | 584 |
|
Other funds holding VGT
PCH
