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 |
|