HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
491
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $266K | Hold |
491
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $305K | Buy |
491
+120
| +32% | +$74.6K | 0.04% | 147 |
|
|
2024
Q3 | $218K | Sell |
371
-34
| -8% | -$19.9K | 0.03% | 158 |
|
|
2024
Q2 | $234K | Buy |
405
+34
| +9% | +$19.6K | 0.04% | 152 |
|
|
2024
Q1 | $195K | Hold |
371
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $180K | Sell |
371
-19
| -5% | -$9.2K | 0.03% | 149 |
|
|
2023
Q3 | $162K | Sell |
390
-46
| -11% | -$19.1K | 0.03% | 146 |
|
|
2023
Q2 | $193K | Buy |
436
+68
| +18% | +$30.1K | 0.04% | 140 |
|
|
2023
Q1 | $142K | Buy |
368
+70
| +23% | +$27K | 0.03% | 162 |
|
|
2022
Q4 | $95.2K | Buy |
298
+290
| +3,625% | +$92.6K | 0.02% | 175 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $4K | Hold |
8
| – | – | ﹤0.01% | 599 |
|
|
2021
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $3K | Sell |
8
-16
| -67% | -$6K | ﹤0.01% | 529 |
|
|
2020
Q4 | $9K | Sell |
24
-309
| -93% | -$116K | ﹤0.01% | 426 |
|
|
2020
Q3 | $104K | Buy |
333
+3
| +0.9% | +$937 | 0.04% | 143 |
|
|
2020
Q2 | $92K | Buy |
330
+1
| +0.3% | +$279 | 0.04% | 155 |
|
|
2020
Q1 | $70K | Buy |
+329
| New | +$70K | 0.03% | 169 |
|