HFA
HC Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $965K | Hold |
5,597
| – | – | 0.65% | 54 |
|
|
2022
Q1 | $1.17M | Hold |
5,597
| – | – | 0.69% | 53 |
|
|
2021
Q4 | $1.24M | Hold |
5,597
| – | – | 0.69% | 51 |
|
|
2021
Q3 | $1.13M | Hold |
5,597
| – | – | 0.68% | 52 |
|
|
2021
Q2 | $1.12M | Hold |
5,597
| – | – | 0.66% | 52 |
|
|
2021
Q1 | $1.04M | Sell |
5,597
-15
| -0.3% | -$2.78K | 0.63% | 53 |
|
|
2020
Q4 | $986K | Hold |
5,612
| – | – | 0.63% | 52 |
|
|
2020
Q3 | $878K | Hold |
5,612
| – | – | 0.63% | 51 |
|
|
2020
Q2 | $803K | Hold |
5,612
| – | – | 0.63% | 53 |
|
|
2020
Q1 | $665K | Hold |
5,612
| – | – | 0.59% | 51 |
|
|
2019
Q4 | $830K | Hold |
5,612
| – | – | 0.65% | 54 |
|
|
2019
Q3 | $765K | Buy |
+5,612
| New | +$765K | 0.66% | 55 |
|