HA
HC Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
12,114
+291
| +2% | +$88.4K | 2.6% | 13 |
|
|
2025
Q1 | $3.25M | Buy |
11,823
+10,122
| +595% | +$2.78M | 2.43% | 13 |
|
|
2024
Q4 | $493K | Hold |
1,701
| – | – | 0.4% | 31 |
|
|
2024
Q3 | $482K | Buy |
1,701
+934
| +122% | +$264K | 0.4% | 29 |
|
|
2024
Q2 | $205K | Sell |
767
-157,120
| -100% | -$42M | 0.19% | 46 |
|
|
2024
Q1 | $41M | Buy |
157,887
+494
| +0.3% | +$128K | 19.56% | 1 |
|
|
2023
Q4 | $37.3M | Buy |
157,393
+2,873
| +2% | +$682K | 20.91% | 1 |
|
|
2023
Q3 | $32.8M | Buy |
154,520
+2,877
| +2% | +$611K | 19.51% | 1 |
|
|
2023
Q2 | $33.4M | Buy |
151,643
+17,246
| +13% | +$3.8M | 19.38% | 1 |
|
|
2023
Q1 | $27.4M | Buy |
134,397
+7,612
| +6% | +$1.55M | 16.95% | 1 |
|
|
2022
Q4 | $24.2M | Buy |
126,785
+1,724
| +1% | +$330K | 16.55% | 1 |
|
|
2022
Q3 | $22.4M | Sell |
125,061
-325
| -0.3% | -$58.3K | 15.45% | 1 |
|
|
2022
Q2 | $23.7M | Sell |
125,386
-2,133
| -2% | -$402K | 16.84% | 1 |
|
|
2022
Q1 | $29M | Buy |
127,519
+5,363
| +4% | +$1.22M | 18.42% | 1 |
|
|
2021
Q4 | $29.5M | Sell |
122,156
-901
| -0.7% | -$218K | 18.1% | 1 |
|
|
2021
Q3 | $27.3M | Buy |
123,057
+361
| +0.3% | +$80.2K | 17.93% | 1 |
|
|
2021
Q2 | $27.3M | Buy |
122,696
+2,201
| +2% | +$490K | 16.82% | 1 |
|
|
2021
Q1 | $24.9M | Buy |
120,495
+415
| +0.3% | +$85.8K | 16.1% | 1 |
|
|
2020
Q4 | $23.4M | Buy |
120,080
+559
| +0.5% | +$109K | 15.98% | 1 |
|
|
2020
Q3 | $20.4M | Sell |
119,521
-2,199
| -2% | -$375K | 16.41% | 2 |
|
|
2020
Q2 | $19.1M | Buy |
+121,720
| New | +$19.1M | 15.78% | 1 |
|
|
2020
Q1 | – | Sell |
-110,076
| Closed | -$18M | – | 66 |
|
|
2019
Q4 | $18M | Buy |
+110,076
| New | +$18M | 18.58% | 1 |
|