SEC 13F Intelligence

Hall Private Wealth Advisors / VGT

Hall Private Wealth Advisors’s Vanguard World Fd Position

Does Hall Private Wealth Advisors own Vanguard World Fd (VGT)? Yes — 25.4K shares worth $11M (+7.07% of its 13F portfolio) as of Q3 2023, down from 26.0K shares the prior filed quarter.

Position Value
$11M
Q3 2023
Shares
25.4K
% of Portfolio
+7.07%
Quarters Held
11
currently held

Position History VGT

Reported value by quarter
Q1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $5MQ3 ’21Q4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $8MQ1 ’23Q2 ’23: $12MQ3 ’23: $11MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202325.4K$11M+7.07%
Q2 202326.0K$12M+6.23%
Q1 202320.3K$8M+4.09%
Q4 202218.4K$6M+3.35%
Q3 202214.8K$5M+2.62%
Q2 202212.2K$4M+2.24%
Q1 202210.5K$4M+2.33%
Q4 202110.3K$5M+2.93%
Q3 202111.3K$5M+2.90%
Q2 202115.2K$6M+3.95%
Q1 202116.4K$6M+4.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of VGT.