HWA
HCR Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
7,940
| – | – | 0.07% | 126 |
|
|
2025
Q1 | $622K | Hold |
7,940
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $614K | Hold |
7,940
| – | – | 0.08% | 123 |
|
|
2024
Q3 | $625K | Hold |
7,940
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $609K | Sell |
7,940
-248
| -3% | -$19K | 0.09% | 120 |
|
|
2024
Q1 | $628K | Sell |
8,188
-1,060
| -11% | -$81.3K | 0.1% | 118 |
|
|
2023
Q4 | $712K | Buy |
9,248
+1,420
| +18% | +$109K | 0.11% | 106 |
|
|
2023
Q3 | $588K | Sell |
7,828
-1,348
| -15% | -$101K | 0.13% | 97 |
|
|
2023
Q2 | $693K | Hold |
9,176
| – | – | 0.13% | 95 |
|
|
2023
Q1 | $702K | Sell |
9,176
-152
| -2% | -$11.6K | 0.14% | 97 |
|
|
2022
Q4 | $702K | Sell |
9,328
-2,000
| -18% | -$151K | 0.15% | 94 |
|
|
2022
Q3 | $848K | Hold |
11,328
| – | – | 0.18% | 81 |
|
|
2022
Q2 | $870K | Sell |
11,328
-1,700
| -13% | -$131K | 0.17% | 88 |
|
|
2022
Q1 | $1.02M | Sell |
13,028
-1,265
| -9% | -$98.6K | 0.17% | 96 |
|
|
2021
Q4 | $1.16M | Hold |
14,293
| – | – | 0.18% | 95 |
|
|
2021
Q3 | $1.17M | Buy |
14,293
+2,248
| +19% | +$184K | 0.2% | 94 |
|
|
2021
Q2 | $990K | Sell |
12,045
-6,150
| -34% | -$505K | 0.17% | 100 |
|
|
2021
Q1 | $1.5M | Buy |
18,195
+4,482
| +33% | +$368K | 0.3% | 75 |
|
|
2020
Q4 | $1.14M | Buy |
13,713
+12,520
| +1,049% | +$1.04M | 0.24% | 84 |
|
|
2020
Q3 | $99K | Hold |
1,193
| – | – | 0.02% | 167 |
|
|
2020
Q2 | $99K | Buy |
+1,193
| New | +$99K | 0.02% | 163 |
|