HBC Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49K | Hold |
80
| – | – | 0.03% | 73 |
|
|
2024
Q3 | $48K | Buy |
80
+20
| +33% | +$12K | 0.03% | 78 |
|
|
2024
Q2 | $33K | Buy |
60
+20
| +50% | +$11K | 0.02% | 86 |
|
|
2024
Q1 | $19K | Buy |
+40
| New | +$19K | 0.01% | 93 |
|
|
2022
Q4 | – | Sell |
-2,372
| Closed | -$190K | – | 189 |
|
|
2022
Q3 | $190K | Buy |
2,372
+2,227
| +1,536% | +$178K | 0.16% | 25 |
|
|
2022
Q2 | $49K | Buy |
145
+50
| +53% | +$16.9K | 0.04% | 60 |
|
|
2022
Q1 | $34K | Buy |
95
+15
| +19% | +$5.37K | 0.02% | 72 |
|
|
2021
Q4 | $36K | Hold |
80
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $32K | Hold |
80
| – | – | 0.02% | 68 |
|
|
2021
Q2 | $31K | Buy |
80
+10
| +14% | +$3.88K | 0.02% | 90 |
|
|
2021
Q1 | $27.1K | Sell |
70
-30
| -30% | -$11.6K | 0.02% | 97 |
|
|
2020
Q4 | $35K | Hold |
100
| – | – | 0.03% | 79 |
|
|
2020
Q3 | $32K | Sell |
100
-150
| -60% | -$48K | 0.03% | 84 |
|
|
2020
Q2 | $72K | Hold |
250
| – | – | 0.06% | 45 |
|
|
2020
Q1 | $50K | Sell |
250
-50
| -17% | -$10K | 0.06% | 53 |
|
|
2019
Q4 | $74K | Buy |
+300
| New | +$74K | 0.06% | 51 |
|