Hall Private Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Hall Private Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$10.5M	Sell	202,936 -5,456	-3%	-$297K	7.07%	4
2023 Q2	$11.5M	Buy	208,392 +45,632	+28%	+$2.29M	6.23%	4
2023 Q1	$7.84M	Buy	162,760 +15,264	+10%	+$675K	4.09%	9
2022 Q4	$5.89M	Buy	147,496 +28,896	+24%	+$1.18M	3.35%	13
2022 Q3	$4.56M	Buy	118,600 +20,912	+21%	+$920K	2.62%	17
2022 Q2	$3.99M	Buy	97,688 +13,880	+17%	+$625K	2.24%	18
2022 Q1	$4.36M	Buy	83,808 +1,552	+2%	+$79.6K	2.33%	16
2021 Q4	$4.71M	Sell	82,256 -8,296	-9%	-$455K	2.93%	16
2021 Q3	$4.54M	Sell	90,552 -31,064	-26%	-$1.61M	2.9%	16
2021 Q2	$6.06M	Buy	+121,616	New	+$5.74M	3.95%	9
2020 Q4	$5.82M	Buy	+131,584	New	+$5.41M	4.8%	7

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hall Private Wealth Advisors's VGT Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q3 2023, selling an estimated $297K and leaving 202,936 shares worth $10.5M. The position accounts for 7.07% of the portfolio, ranked #4.

Hall Private Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 11 quarters since. The position peaked at $11.5M in Q2 2023. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Hall Private Wealth Advisors held 202,936 shares of Vanguard Information Technology ETF worth $10.5M as of Q3 2023.
Hall Private Wealth Advisors sold 5,456 Vanguard Information Technology ETF shares in Q3 2023, an estimated $297K.
Vanguard Information Technology ETF made up 7.07% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #4 holding.
Hall Private Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Vanguard Information Technology ETF position peaked at $11.5M in Q2 2023.
1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.