Jones Financial Companies’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
54,480
+12,129
| +29% | +$7.97M | 0.03% | 179 |
|
|
2025
Q1 | $23M | Buy |
42,351
+13,894
| +49% | +$7.55M | 0.02% | 193 |
|
|
2024
Q4 | $17.7M | Buy |
28,457
+8,189
| +40% | +$5.09M | 0.02% | 190 |
|
|
2024
Q3 | $11.9M | Buy |
20,268
+7,827
| +63% | +$4.58M | 0.01% | 188 |
|
|
2024
Q2 | $7.17M | Buy |
12,441
+6,383
| +105% | +$3.68M | 0.01% | 179 |
|
|
2024
Q1 | $3.18M | Buy |
6,058
+1,186
| +24% | +$622K | ﹤0.01% | 169 |
|
|
2023
Q4 | $2.36M | Sell |
4,872
-187
| -4% | -$90.5K | ﹤0.01% | 162 |
|
|
2023
Q3 | $2.1M | Sell |
5,059
-1,432
| -22% | -$594K | ﹤0.01% | 156 |
|
|
2023
Q2 | $2.87M | Sell |
6,491
-1,994
| -24% | -$882K | ﹤0.01% | 149 |
|
|
2023
Q1 | $3.27M | Sell |
8,485
-95
| -1% | -$36.6K | 0.01% | 136 |
|
|
2022
Q4 | $2.74M | Buy |
8,580
+8,322
| +3,226% | +$2.66M | ﹤0.01% | 142 |
|
|
2022
Q3 | $79K | Sell |
258
-97
| -27% | -$29.7K | ﹤0.01% | 301 |
|
|
2022
Q2 | $116K | Hold |
355
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $148K | Sell |
355
-33
| -9% | -$13.8K | ﹤0.01% | 274 |
|
|
2021
Q4 | $178K | Hold |
388
| – | – | ﹤0.01% | 268 |
|
|
2021
Q3 | $156K | Buy |
388
+134
| +53% | +$53.9K | ﹤0.01% | 239 |
|
|
2021
Q2 | $101K | Buy |
254
+158
| +165% | +$62.8K | ﹤0.01% | 264 |
|
|
2021
Q1 | $34K | Buy |
+96
| New | +$34K | ﹤0.01% | 402 |
|
|
2019
Q1 | – | Sell |
-2,501
| Closed | -$417K | – | 213 |
|
|
2018
Q4 | $417K | Buy |
+2,501
| New | +$417K | ﹤0.01% | 174 |
|