HCR Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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|
2025
Q2 | $1.21M | Hold |
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|
2025
Q1 | $986K | Hold |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $604K | Hold |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $4.06M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $5.07M | Sell |
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|
2022
Q1 | $6.64M | Sell |
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|
2021
Q4 | $7.34M | Buy |
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|
2021
Q3 | $4.14M | Buy |
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