HA
HC Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,963
| Closed | -$2.08M | – | 83 |
|
|
2024
Q1 | $2.08M | Hold |
23,963
| – | – | 0.99% | 27 |
|
|
2023
Q4 | $1.87M | Sell |
23,963
-12
| -0.1% | -$936 | 1.05% | 25 |
|
|
2023
Q3 | $1.64M | Hold |
23,975
| – | – | 0.98% | 26 |
|
|
2023
Q2 | $1.7M | Hold |
23,975
| – | – | 0.98% | 26 |
|
|
2023
Q1 | $1.51M | Hold |
23,975
| – | – | 0.93% | 25 |
|
|
2022
Q4 | $1.32M | Hold |
23,975
| – | – | 0.9% | 25 |
|
|
2022
Q3 | $1.3M | Hold |
23,975
| – | – | 0.9% | 28 |
|
|
2022
Q2 | $1.35M | Hold |
23,975
| – | – | 0.96% | 26 |
|
|
2022
Q1 | $1.71M | Hold |
23,975
| – | – | 1.09% | 24 |
|
|
2021
Q4 | $1.88M | Sell |
23,975
-12
| -0.1% | -$942 | 1.16% | 21 |
|
|
2021
Q3 | $1.69M | Hold |
23,987
| – | – | 1.11% | 23 |
|
|
2021
Q2 | $1.68M | Buy |
23,987
+17,990
| +300% | +$1.26M | 1.03% | 21 |
|
|
2021
Q1 | $1.5M | Hold |
5,997
| – | – | 0.97% | 23 |
|
|
2020
Q4 | $1.49M | Hold |
5,997
| – | – | 1.02% | 21 |
|
|
2020
Q3 | $1.34M | Sell |
5,997
-2,300
| -28% | -$513K | 1.08% | 20 |
|
|
2020
Q2 | $1.64M | Buy |
+8,297
| New | +$1.64M | 1.36% | 16 |
|
|
2020
Q1 | – | Sell |
-8,297
| Closed | -$1.5M | – | 64 |
|
|
2019
Q4 | $1.5M | Buy |
+8,297
| New | +$1.5M | 1.55% | 18 |
|