Hillcrest 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
Q2 | $813K | Sell |
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2025
Q1 | $854K | Buy |
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2024
Q4 | $762K | Hold |
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2024
Q3 | $718K | Hold |
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2024
Q2 | $706K | Hold |
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2024
Q1 | $642K | Hold |
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2023
Q4 | $593K | Sell |
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2023
Q3 | $1.02M | Buy |
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2023
Q2 | $564K | Sell |
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2023
Q1 | $1.92M | Sell |
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2022
Q4 | $2.63M | Buy |
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2022
Q3 | $2.15M | Buy |
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2022
Q2 | $2.15M | Buy |
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2022
Q1 | $1.77M | Sell |
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2021
Q4 | $1.99M | Sell |
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2021
Q3 | $1.98M | Buy |
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2021
Q2 | $1.74M | Sell |
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2021
Q1 | $1.68M | Buy |
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2020
Q4 | $1.6M | Buy |
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2020
Q3 | $1.33M | Buy |
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2020
Q2 | $550K | Sell |
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2020
Q1 | $1.22M | Buy |
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2019
Q4 | $502K | Sell |
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2019
Q3 | $560K | Sell |
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2019
Q2 | $622K | Sell |
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2019
Q1 | $707K | Sell |
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2018
Q4 | $1.35M | Buy |
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