HB Wealth Management’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
$8.17M Sell
12,317
-8,561
-41% -$5.68M 0.06% 162
2025
Q1
$11.3M Buy
20,878
+6,620
+46% +$3.59M 0.09% 118
2024
Q4
$8.87M Buy
14,258
+106
+0.7% +$65.9K 0.09% 109
2024
Q3
$8.3M Buy
14,152
+503
+4% +$295K 0.09% 109
2024
Q2
$7.87M Buy
13,649
+562
+4% +$324K 0.09% 106
2024
Q1
$6.86M Sell
13,087
-312
-2% -$164K 0.09% 123
2023
Q4
$6.49M Buy
13,399
+448
+3% +$217K 0.09% 117
2023
Q3
$5.37M Sell
12,951
-184
-1% -$76.3K 0.09% 119
2023
Q2
$5.81M Sell
13,135
-980
-7% -$433K 0.09% 110
2023
Q1
$5.44M Buy
14,115
+207
+1% +$79.8K 0.09% 109
2022
Q4
$4.44M Buy
13,908
+4,340
+45% +$1.39M 0.08% 119
2022
Q3
$2.94M Buy
9,568
+1,673
+21% +$514K 0.06% 142
2022
Q2
$2.58M Buy
7,895
+2,733
+53% +$892K 0.05% 151
2022
Q1
$2.15M Sell
5,162
-2,817
-35% -$1.17M 0.04% 172
2021
Q4
$3.66M Buy
+7,979
New +$3.66M 0.07% 104