HWA
HCR Wealth 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 | $2.11M | Buy |
6,928
+206
| +3% | +$62.6K | 0.25% | 66 |
|
|
2025
Q1 | $1.85M | Buy |
6,722
+328
| +5% | +$90.2K | 0.24% | 64 |
|
|
2024
Q4 | $1.85M | Buy |
6,394
+204
| +3% | +$59.1K | 0.23% | 68 |
|
|
2024
Q3 | $1.75M | Buy |
6,190
+3,098
| +100% | +$877K | 0.23% | 68 |
|
|
2024
Q2 | $827K | Sell |
3,092
-272
| -8% | -$72.8K | 0.12% | 107 |
|
|
2024
Q1 | $874K | Sell |
3,364
-55
| -2% | -$14.3K | 0.13% | 104 |
|
|
2023
Q4 | $811K | Buy |
3,419
+1,194
| +54% | +$283K | 0.13% | 99 |
|
|
2023
Q3 | $473K | Sell |
2,225
-204
| -8% | -$43.3K | 0.1% | 105 |
|
|
2023
Q2 | $535K | Sell |
2,429
-543
| -18% | -$120K | 0.1% | 109 |
|
|
2023
Q1 | $607K | Buy |
2,972
+401
| +16% | +$81.9K | 0.12% | 107 |
|
|
2022
Q4 | $491K | Sell |
2,571
-25
| -1% | -$4.78K | 0.1% | 111 |
|
|
2022
Q3 | $466K | Buy |
2,596
+72
| +3% | +$12.9K | 0.1% | 110 |
|
|
2022
Q2 | $476K | Sell |
2,524
-33
| -1% | -$6.22K | 0.1% | 114 |
|
|
2022
Q1 | $582K | Buy |
2,557
+21
| +0.8% | +$4.78K | 0.1% | 115 |
|
|
2021
Q4 | $612K | Hold |
2,536
| – | – | 0.09% | 123 |
|
|
2021
Q3 | $563K | Sell |
2,536
-25
| -1% | -$5.55K | 0.09% | 125 |
|
|
2021
Q2 | $571K | Sell |
2,561
-373
| -13% | -$83.2K | 0.1% | 121 |
|
|
2021
Q1 | $606K | Buy |
2,934
+276
| +10% | +$57K | 0.12% | 117 |
|
|
2020
Q4 | $517K | Sell |
2,658
-254
| -9% | -$49.4K | 0.11% | 115 |
|
|
2020
Q3 | $496K | Sell |
2,912
-108
| -4% | -$18.4K | 0.11% | 106 |
|
|
2020
Q2 | $475K | Buy |
3,020
+70
| +2% | +$11K | 0.11% | 99 |
|
|
2020
Q1 | $380K | Buy |
2,950
+286
| +11% | +$36.8K | 0.11% | 103 |
|
|
2019
Q4 | $436K | Buy |
2,664
+856
| +47% | +$140K | 0.11% | 108 |
|
|
2019
Q3 | $273K | Buy |
+1,808
| New | +$273K | 0.09% | 128 |
|