JPLA
Joseph P. Lucia & Associates’s Vanguard Information Technology ETF VGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-50
| Closed | -$16K | – | 425 |
|
2022
Q2 | $16K | Hold |
50
| – | – | 0.01% | 276 |
|
2022
Q1 | $21K | Buy |
+50
| New | +$21K | 0.01% | 262 |
|
2021
Q4 | – | Sell |
-50
| Closed | -$20K | – | 536 |
|
2021
Q3 | $20K | Hold |
50
| – | – | 0.01% | 308 |
|
2021
Q2 | $20K | Hold |
50
| – | – | 0.01% | 318 |
|
2021
Q1 | $18K | Hold |
50
| – | – | 0.01% | 305 |
|
2020
Q4 | $18K | Buy |
+50
| New | +$18K | 0.01% | 283 |
|
2020
Q3 | – | Sell |
-50
| Closed | -$14K | – | 443 |
|
2020
Q2 | $14K | Buy |
+50
| New | +$14K | 0.01% | 283 |
|
2020
Q1 | – | Sell |
-278
| Closed | -$68K | – | 513 |
|
2019
Q4 | $68K | Buy |
278
+1
| +0.4% | +$245 | 0.06% | 153 |
|
2019
Q3 | $60K | Hold |
277
| – | – | 0.06% | 157 |
|
2019
Q2 | $58K | Buy |
+277
| New | +$58K | 0.06% | 155 |
|