HA
HC Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,825
| Closed | -$2.29M | – | 86 |
|
|
2024
Q1 | $2.29M | Buy |
9,825
+850
| +9% | +$198K | 1.09% | 23 |
|
|
2023
Q4 | $1.91M | Hold |
8,975
| – | – | 1.07% | 24 |
|
|
2023
Q3 | $1.71M | Hold |
8,975
| – | – | 1.02% | 25 |
|
|
2023
Q2 | $1.77M | Hold |
8,975
| – | – | 1.03% | 25 |
|
|
2023
Q1 | $1.65M | Hold |
8,975
| – | – | 1.02% | 23 |
|
|
2022
Q4 | $1.54M | Hold |
8,975
| – | – | 1.05% | 22 |
|
|
2022
Q3 | $1.45M | Buy |
8,975
+3,275
| +57% | +$528K | 1% | 26 |
|
|
2022
Q2 | $963K | Buy |
5,700
+4,450
| +356% | +$752K | 0.69% | 33 |
|
|
2022
Q1 | $255K | Sell |
1,250
-1,300
| -51% | -$265K | 0.16% | 71 |
|
|
2021
Q4 | $550K | Hold |
2,550
| – | – | 0.34% | 44 |
|
|
2021
Q3 | $505K | Hold |
2,550
| – | – | 0.33% | 43 |
|
|
2021
Q2 | $508K | Hold |
2,550
| – | – | 0.31% | 44 |
|
|
2021
Q1 | $471K | Hold |
2,550
| – | – | 0.3% | 43 |
|
|
2020
Q4 | $444K | Hold |
2,550
| – | – | 0.3% | 48 |
|
|
2020
Q3 | $388K | Hold |
2,550
| – | – | 0.31% | 43 |
|
|
2020
Q2 | $357K | Buy |
+2,550
| New | +$357K | 0.3% | 55 |
|