HWA
HCR Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
1,818
| – | – | 0.14% | 94 |
|
|
2025
Q1 | $986K | Hold |
1,818
| – | – | 0.13% | 103 |
|
|
2024
Q4 | $1.13M | Buy |
1,818
+73
| +4% | +$45.4K | 0.14% | 92 |
|
|
2024
Q3 | $1.02M | Buy |
1,745
+305
| +21% | +$179K | 0.13% | 101 |
|
|
2024
Q2 | $830K | Buy |
1,440
+17
| +1% | +$9.8K | 0.12% | 106 |
|
|
2024
Q1 | $746K | Sell |
1,423
-112
| -7% | -$58.7K | 0.11% | 110 |
|
|
2023
Q4 | $743K | Buy |
1,535
+699
| +84% | +$338K | 0.12% | 104 |
|
|
2023
Q3 | $347K | Sell |
836
-530
| -39% | -$220K | 0.08% | 121 |
|
|
2023
Q2 | $604K | Hold |
1,366
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $527K | Sell |
1,366
-11,339
| -89% | -$4.37M | 0.1% | 109 |
|
|
2022
Q4 | $4.06M | Sell |
12,705
-1,394
| -10% | -$445K | 0.85% | 20 |
|
|
2022
Q3 | $4.34M | Sell |
14,099
-1,424
| -9% | -$439K | 0.92% | 17 |
|
|
2022
Q2 | $5.07M | Sell |
15,523
-425
| -3% | -$139K | 1.02% | 17 |
|
|
2022
Q1 | $6.64M | Sell |
15,948
-72
| -0.4% | -$30K | 1.09% | 14 |
|
|
2021
Q4 | $7.34M | Buy |
16,020
+5,714
| +55% | +$2.62M | 1.14% | 10 |
|
|
2021
Q3 | $4.14M | Buy |
+10,306
| New | +$4.14M | 0.69% | 23 |
|