HCR Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.84M | Buy |
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|
2025
Q2 | $4.3M | Sell |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $957K | Buy |
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|
2024
Q1 | $882K | Sell |
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|
2023
Q4 | $917K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | $104K | Sell |
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|
2019
Q3 | $305K | Buy |
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