HA
HC Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45,172
| Closed | -$2.65M | – | 79 |
|
|
2024
Q1 | $2.65M | Buy |
45,172
+2,350
| +5% | +$138K | 1.26% | 21 |
|
|
2023
Q4 | $2.4M | Sell |
42,822
-200
| -0.5% | -$11.2K | 1.35% | 19 |
|
|
2023
Q3 | $2.23M | Buy |
43,022
+3
| +0% | +$156 | 1.33% | 20 |
|
|
2023
Q2 | $2.34M | Buy |
43,019
+5,917
| +16% | +$322K | 1.36% | 19 |
|
|
2023
Q1 | $1.98M | Buy |
37,102
+7,751
| +26% | +$414K | 1.23% | 20 |
|
|
2022
Q4 | $1.47M | Sell |
29,351
-1,955
| -6% | -$98K | 1% | 23 |
|
|
2022
Q3 | $1.39M | Buy |
31,306
+802
| +3% | +$35.6K | 0.96% | 27 |
|
|
2022
Q2 | $1.52M | Buy |
30,504
+641
| +2% | +$32K | 1.09% | 23 |
|
|
2022
Q1 | $1.72M | Buy |
29,863
+277
| +0.9% | +$16K | 1.09% | 23 |
|
|
2021
Q4 | $1.81M | Sell |
29,586
-172
| -0.6% | -$10.5K | 1.11% | 22 |
|
|
2021
Q3 | $1.81M | Buy |
29,758
+529
| +2% | +$32.2K | 1.19% | 20 |
|
|
2021
Q2 | $1.85M | Sell |
29,229
-24
| -0.1% | -$1.52K | 1.14% | 20 |
|
|
2021
Q1 | $1.78M | Buy |
29,253
+1,396
| +5% | +$84.7K | 1.15% | 20 |
|
|
2020
Q4 | $1.63M | Sell |
27,857
-80
| -0.3% | -$4.67K | 1.11% | 20 |
|
|
2020
Q3 | $1.41M | Sell |
27,937
-5,624
| -17% | -$284K | 1.14% | 19 |
|
|
2020
Q2 | $1.6M | Buy |
+33,561
| New | +$1.6M | 1.32% | 18 |
|
|
2020
Q1 | – | Sell |
-37,159
| Closed | -$2M | – | 63 |
|
|
2019
Q4 | $2M | Buy |
+37,159
| New | +$2M | 2.06% | 14 |
|