Hall Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.5M | Sell |
25,367
-682
| -3% | -$283K | 7.07% | 4 |
|
|
2023
Q2 | $11.5M | Buy |
26,049
+5,704
| +28% | +$2.52M | 6.23% | 4 |
|
|
2023
Q1 | $7.84M | Buy |
20,345
+1,908
| +10% | +$735K | 4.09% | 9 |
|
|
2022
Q4 | $5.89M | Buy |
18,437
+3,612
| +24% | +$1.15M | 3.35% | 13 |
|
|
2022
Q3 | $4.56M | Buy |
14,825
+2,614
| +21% | +$804K | 2.62% | 17 |
|
|
2022
Q2 | $3.99M | Buy |
12,211
+1,735
| +17% | +$566K | 2.24% | 18 |
|
|
2022
Q1 | $4.36M | Buy |
10,476
+194
| +2% | +$80.8K | 2.33% | 16 |
|
|
2021
Q4 | $4.71M | Sell |
10,282
-1,037
| -9% | -$475K | 2.93% | 16 |
|
|
2021
Q3 | $4.54M | Sell |
11,319
-3,883
| -26% | -$1.56M | 2.9% | 16 |
|
|
2021
Q2 | $6.06M | Buy |
+15,202
| New | +$6.06M | 3.95% | 9 |
|
|
2020
Q4 | $5.82M | Buy |
+16,448
| New | +$5.82M | 4.8% | 7 |
|