HBC Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

HBC Financial Services’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
2024 Q4	$49K	Hold	640	–	–	0.03%	73
2024 Q3	$48K	Buy	640 +160	+33%	+$11.4K	0.03%	78
2024 Q2	$33K	Buy	480 +160	+50%	+$10.6K	0.02%	86
2024 Q1	$19K	Buy	+320	New	+$20.3K	0.01%	93
2022 Q4	–	Sell	-18,976	Closed	-$190K	–	185
2022 Q3	$190K	Buy	18,976 +17,816	+1,536%	+$783K	0.16%	25
2022 Q2	$49K	Buy	1,160 +400	+53%	+$18K	0.04%	60
2022 Q1	$34K	Buy	760 +120	+19%	+$6.16K	0.02%	72
2021 Q4	$36K	Hold	640	–	–	0.02%	79
2021 Q3	$32K	Hold	640	–	–	0.02%	68
2021 Q2	$31K	Buy	640 +80	+14%	+$3.77K	0.02%	90
2021 Q1	$27.1K	Sell	560 -240	-30%	-$10.8K	0.02%	97
2020 Q4	$35K	Hold	800	–	–	0.03%	79
2020 Q3	$32K	Sell	800 -1,200	-60%	-$45.2K	0.03%	84
2020 Q2	$72K	Hold	2,000	–	–	0.06%	45
2020 Q1	$50K	Sell	2,000 -400	-17%	-$12.1K	0.06%	53
2019 Q4	$74K	Buy	+2,400	New	+$68.7K	0.06%	51

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

HBC Financial Services's VGT Position: Q4 2024 in Review

HBC Financial Services held its Vanguard Information Technology ETF (VGT) position steady in Q4 2024 at 640 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #73.

HBC Financial Services first reported a position in VGT in Q4 2019 and has held it in 16 quarters since. The position peaked at $190K in Q3 2022. 1,739 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

HBC Financial Services held 640 shares of Vanguard Information Technology ETF worth $49K as of Q4 2024.
HBC Financial Services left its Vanguard Information Technology ETF share count unchanged in Q4 2024.
Vanguard Information Technology ETF made up 0.03% of HBC Financial Services's portfolio in Q4 2024, its #73 holding.
HBC Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 16 quarters since.
HBC Financial Services's Vanguard Information Technology ETF position peaked at $190K in Q3 2022.
1,739 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.