Joule Financial’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
$5.06M Buy
7,622
+9
+0.1% +$5.97K 1.64% 10
2025
Q1
$4.13M Buy
7,613
+3,852
+102% +$2.09M 1.45% 11
2024
Q4
$2.34M Buy
3,761
+167
+5% +$104K 0.83% 20
2024
Q3
$2.11M Sell
3,594
-2,945
-45% -$1.73M 0.77% 19
2024
Q2
$3.78M Sell
6,539
-4,474
-41% -$2.58M 1.53% 12
2024
Q1
$5.77M Sell
11,013
-2,191
-17% -$1.15M 2.38% 9
2023
Q4
$6.39M Buy
13,204
+10
+0.1% +$4.84K 2.97% 8
2023
Q3
$5.49M Sell
13,194
-62
-0.5% -$25.8K 2.8% 10
2023
Q2
$5.87M Buy
13,256
+314
+2% +$139K 3.02% 9
2023
Q1
$4.99M Sell
12,942
-6,806
-34% -$2.62M 2.68% 11
2022
Q4
$6.31M Sell
19,748
-985
-5% -$315K 4.18% 8
2022
Q3
$6.37M Buy
20,733
+121
+0.6% +$37.2K 4.78% 7
2022
Q2
$6.73M Buy
+20,612
New +$6.73M 5.25% 5