HA
HC Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,465
| Closed | -$1.18M | – | 85 |
|
|
2024
Q1 | $1.18M | Hold |
2,465
| – | – | 0.56% | 35 |
|
|
2023
Q4 | $1.08M | Buy |
2,465
+430
| +21% | +$188K | 0.6% | 36 |
|
|
2023
Q3 | $799K | Buy |
2,035
+200
| +11% | +$78.5K | 0.48% | 40 |
|
|
2023
Q2 | $747K | Sell |
1,835
-140
| -7% | -$57K | 0.43% | 40 |
|
|
2023
Q1 | $743K | Sell |
1,975
-13
| -0.7% | -$4.89K | 0.46% | 39 |
|
|
2022
Q4 | $698K | Hold |
1,988
| – | – | 0.48% | 40 |
|
|
2022
Q3 | $653K | Hold |
1,988
| – | – | 0.45% | 43 |
|
|
2022
Q2 | $690K | Sell |
1,988
-2
| -0.1% | -$694 | 0.49% | 40 |
|
|
2022
Q1 | $826K | Sell |
1,990
-700
| -26% | -$291K | 0.52% | 39 |
|
|
2021
Q4 | $1.17M | Hold |
2,690
| – | – | 0.72% | 30 |
|
|
2021
Q3 | $1.06M | Buy |
2,690
+3
| +0.1% | +$1.18K | 0.7% | 28 |
|
|
2021
Q2 | $1.06M | Buy |
2,687
+139
| +5% | +$54.7K | 0.65% | 28 |
|
|
2021
Q1 | $928K | Hold |
2,548
| – | – | 0.6% | 29 |
|
|
2020
Q4 | $876K | Hold |
2,548
| – | – | 0.6% | 28 |
|
|
2020
Q3 | $784K | Sell |
2,548
-400
| -14% | -$123K | 0.63% | 27 |
|
|
2020
Q2 | $836K | Buy |
+2,948
| New | +$836K | 0.69% | 31 |
|