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 |
|