HWA
HCR Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
7,563
-106
| -1% | -$60.2K | 0.51% | 32 |
|
|
2025
Q1 | $3.94M | Buy |
7,669
+410
| +6% | +$211K | 0.51% | 31 |
|
|
2024
Q4 | $3.91M | Buy |
7,259
+4,745
| +189% | +$2.56M | 0.49% | 31 |
|
|
2024
Q3 | $1.33M | Buy |
2,514
+601
| +31% | +$317K | 0.17% | 89 |
|
|
2024
Q2 | $957K | Buy |
1,913
+80
| +4% | +$40K | 0.14% | 98 |
|
|
2024
Q1 | $882K | Sell |
1,833
-267
| -13% | -$128K | 0.13% | 103 |
|
|
2023
Q4 | $917K | Buy |
2,100
+1,391
| +196% | +$608K | 0.14% | 93 |
|
|
2023
Q3 | $278K | Buy |
709
+2
| +0.3% | +$785 | 0.06% | 133 |
|
|
2023
Q2 | $288K | Sell |
707
-24
| -3% | -$9.77K | 0.05% | 142 |
|
|
2023
Q1 | $275K | Buy |
731
+61
| +9% | +$22.9K | 0.05% | 145 |
|
|
2022
Q4 | $235K | Buy |
670
+15
| +2% | +$5.27K | 0.05% | 154 |
|
|
2022
Q3 | $216K | Buy |
655
+10
| +2% | +$3.3K | 0.05% | 157 |
|
|
2022
Q2 | $225K | Sell |
645
-29
| -4% | -$10.1K | 0.05% | 156 |
|
|
2022
Q1 | $280K | Buy |
674
+66
| +11% | +$27.4K | 0.05% | 158 |
|
|
2021
Q4 | $265K | Buy |
608
+27
| +5% | +$11.8K | 0.04% | 174 |
|
|
2021
Q3 | $229K | Sell |
581
-19
| -3% | -$7.49K | 0.04% | 179 |
|
|
2021
Q2 | $236K | Buy |
+600
| New | +$236K | 0.04% | 174 |
|
|
2021
Q1 | – | Sell |
-349
| Closed | -$120K | – | 281 |
|
|
2020
Q4 | $120K | Buy |
349
+92
| +36% | +$31.6K | 0.03% | 183 |
|
|
2020
Q3 | $79K | Hold |
257
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $73K | Sell |
257
-104
| -29% | -$29.5K | 0.02% | 169 |
|
|
2020
Q1 | $86K | Buy |
361
+8
| +2% | +$1.91K | 0.02% | 162 |
|
|
2019
Q4 | $104K | Sell |
353
-753
| -68% | -$222K | 0.03% | 167 |
|
|
2019
Q3 | $305K | Buy |
+1,106
| New | +$305K | 0.1% | 121 |
|