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HFS
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
–
188
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
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1-Year Est. Return
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27.86%
1-Year Est. Return
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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