HWA
HCR Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5M | Buy |
213,320
+5,699
| +3% | +$2.5M | 11.01% | 2 |
|
|
2025
Q1 | $77M | Buy |
207,621
+6,725
| +3% | +$2.49M | 10.02% | 3 |
|
|
2024
Q4 | $82.5M | Buy |
200,896
+7,911
| +4% | +$3.25M | 10.33% | 2 |
|
|
2024
Q3 | $74.1M | Buy |
192,985
+1,757
| +0.9% | +$675K | 9.7% | 2 |
|
|
2024
Q2 | $71.5M | Buy |
191,228
+1,464
| +0.8% | +$548K | 10.22% | 2 |
|
|
2024
Q1 | $65.3M | Sell |
189,764
-5,677
| -3% | -$1.95M | 9.91% | 3 |
|
|
2023
Q4 | $60.8M | Buy |
195,441
+44,436
| +29% | +$13.8M | 9.6% | 3 |
|
|
2023
Q3 | $41.1M | Sell |
151,005
-8,907
| -6% | -$2.43M | 9.02% | 3 |
|
|
2023
Q2 | $45.2M | Sell |
159,912
-648
| -0.4% | -$183K | 8.38% | 3 |
|
|
2023
Q1 | $40.1M | Sell |
160,560
-2,097
| -1% | -$523K | 7.93% | 3 |
|
|
2022
Q4 | $34.7M | Sell |
162,657
-2,045
| -1% | -$436K | 7.27% | 3 |
|
|
2022
Q3 | $35.2M | Sell |
164,702
-1,307
| -0.8% | -$280K | 7.49% | 3 |
|
|
2022
Q2 | $37M | Sell |
166,009
-2,613
| -2% | -$582K | 7.43% | 3 |
|
|
2022
Q1 | $48.5M | Sell |
168,622
-9,357
| -5% | -$2.69M | 7.93% | 3 |
|
|
2021
Q4 | $57.1M | Buy |
177,979
+17,466
| +11% | +$5.6M | 8.85% | 3 |
|
|
2021
Q3 | $46.6M | Buy |
160,513
+926
| +0.6% | +$269K | 7.77% | 3 |
|
|
2021
Q2 | $45.8M | Sell |
159,587
-2,351
| -1% | -$674K | 7.95% | 3 |
|
|
2021
Q1 | $41.6M | Buy |
161,938
+297
| +0.2% | +$76.3K | 8.23% | 3 |
|
|
2020
Q4 | $41M | Buy |
161,641
+9,268
| +6% | +$2.35M | 8.57% | 3 |
|
|
2020
Q3 | $34.8M | Sell |
152,373
-31,740
| -17% | -$7.24M | 7.95% | 3 |
|
|
2020
Q2 | $37.6M | Sell |
184,113
-8,610
| -4% | -$1.76M | 8.82% | 2 |
|
|
2020
Q1 | $30.2M | Sell |
192,723
-5,623
| -3% | -$881K | 8.64% | 3 |
|
|
2019
Q4 | $36.1M | Buy |
198,346
+4,529
| +2% | +$825K | 8.77% | 2 |
|
|
2019
Q3 | $32.3M | Sell |
193,817
-1,694
| -0.9% | -$282K | 10.72% | 2 |
|
|
2019
Q2 | $31.9M | Buy |
195,511
+58,106
| +42% | +$9.49M | 9.08% | 3 |
|
|
2019
Q1 | $21.5M | Sell |
137,405
-140,675
| -51% | -$22M | 6.17% | 3 |
|
|
2018
Q4 | $37.4M | Buy |
278,080
+2,869
| +1% | +$385K | 12.07% | 1 |
|
|
2018
Q3 | $41.4M | Buy |
275,211
+175,088
| +175% | +$26.3M | 13.48% | 2 |
|
|
2018
Q2 | $15.2M | Buy |
100,123
+15,708
| +19% | +$2.38M | 4.98% | 4 |
|
|
2018
Q1 | $12M | Buy |
84,415
+8,421
| +11% | +$1.19M | 4.15% | 4 |
|
|
2017
Q4 | $10.7M | Buy |
75,994
+15,503
| +26% | +$2.18M | 3.73% | 4 |
|
|
2017
Q3 | $8.03M | Buy |
+60,491
| New | +$8.03M | 3.38% | 3 |
|