HWA
VGT icon

HCR Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

HCR Wealth Advisors’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
2026
Q2 		$1.78M Sell
14,903
-337
-2% -$36.9K 0.16% 88
2026
Q1 		$1.33M Buy
15,240
+256
+2% +$23.6K 0.14% 92
2025
Q4 		$1.41M Buy
14,984
+88
+0.6% +$8.36K 0.14% 93
2025
Q3 		$1.41M Buy
14,896
+352
+2% +$30.8K 0.15% 86
2025
Q2 		$1.21M Hold
14,544
– – 0.14% 94
2025
Q1 		$986K Hold
14,544
– – 0.13% 103
2024
Q4 		$1.13M Buy
14,544
+584
+4% +$44.9K 0.14% 92
2024
Q3 		$1.02M Buy
13,960
+2,440
+21% +$173K 0.13% 101
2024
Q2 		$830K Buy
11,520
+136
+1% +$9.04K 0.12% 106
2024
Q1 		$746K Sell
11,384
-896
-7% -$56.8K 0.11% 110
2023
Q4 		$743K Buy
12,280
+5,592
+84% +$312K 0.12% 104
2023
Q3 		$347K Sell
6,688
-4,240
-39% -$231K 0.08% 121
2023
Q2 		$604K Hold
10,928
– – 0.11% 101
2023
Q1 		$527K Sell
10,928
-90,712
-89% -$4.01M 0.1% 109
2022
Q4 		$4.06M Sell
101,640
-11,152
-10% -$455K 0.85% 20
2022
Q3 		$4.34M Sell
112,792
-11,392
-9% -$501K 0.92% 17
2022
Q2 		$5.07M Sell
124,184
-3,400
-3% -$153K 1.02% 17
2022
Q1 		$6.64M Sell
127,584
-576
-0.4% -$29.6K 1.09% 14
2021
Q4 		$7.34M Buy
128,160
+45,712
+55% +$2.51M 1.14% 10
2021
Q3 		$4.14M Buy
+82,448
New +$4.27M 0.69% 23

Other funds holding VGT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return