HNWAG
High Net Worth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
5,510
+995
| +22% | +$661K | 0.97% | 26 |
|
|
2025
Q1 | $2.45M | Sell |
4,515
-42
| -0.9% | -$22.8K | 0.69% | 40 |
|
|
2024
Q4 | $2.84M | Buy |
4,557
+45
| +1% | +$28K | 0.79% | 35 |
|
|
2024
Q3 | $2.65M | Buy |
4,512
+1,357
| +43% | +$796K | 0.73% | 34 |
|
|
2024
Q2 | $1.82M | Buy |
3,155
+528
| +20% | +$305K | 0.55% | 45 |
|
|
2024
Q1 | $1.38M | Buy |
2,627
+209
| +9% | +$110K | 0.43% | 54 |
|
|
2023
Q4 | $1.17M | Buy |
2,418
+930
| +63% | +$450K | 0.43% | 54 |
|
|
2023
Q3 | $618K | Hold |
1,488
| – | – | 0.25% | 93 |
|
|
2023
Q2 | $658K | Hold |
1,488
| – | – | 0.26% | 92 |
|
|
2023
Q1 | $574K | Sell |
1,488
-78
| -5% | -$30.1K | 0.23% | 97 |
|
|
2022
Q4 | $500K | Sell |
1,566
-1,434
| -48% | -$458K | 0.19% | 106 |
|
|
2022
Q3 | $922K | Sell |
3,000
-100
| -3% | -$30.7K | 0.39% | 62 |
|
|
2022
Q2 | $1.01M | Sell |
3,100
-25
| -0.8% | -$8.16K | 0.42% | 57 |
|
|
2022
Q1 | $1.3M | Buy |
3,125
+117
| +4% | +$48.7K | 0.47% | 55 |
|
|
2021
Q4 | $1.38M | Buy |
+3,008
| New | +$1.38M | 0.48% | 53 |
|