HCR Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $117M | Buy |
1,355,155
+25,585
| +2% | +$2.15M | 10.45% | 2 |
|
|
2026
Q1 | $96.8M | Buy |
1,329,570
+26,160
| +2% | +$2.04M | 10.04% | 2 |
|
|
2025
Q4 | $106M | Buy |
1,303,410
+1,632
| +0.1% | +$132K | 10.5% | 2 |
|
|
2025
Q3 | $105M | Buy |
1,301,778
+21,858
| +2% | +$1.67M | 10.86% | 2 |
|
|
2025
Q2 | $93.5M | Buy |
1,279,920
+34,194
| +3% | +$2.25M | 11.01% | 2 |
|
|
2025
Q1 | $77M | Buy |
1,245,726
+40,350
| +3% | +$2.72M | 10.02% | 3 |
|
|
2024
Q4 | $82.5M | Buy |
1,205,376
+47,466
| +4% | +$3.19M | 10.33% | 2 |
|
|
2024
Q3 | $74.1M | Buy |
1,157,910
+10,542
| +0.9% | +$653K | 9.7% | 2 |
|
|
2024
Q2 | $71.5M | Buy |
1,147,368
+8,784
| +0.8% | +$512K | 10.22% | 2 |
|
|
2024
Q1 | $65.3M | Sell |
1,138,584
-34,062
| -3% | -$1.87M | 9.91% | 3 |
|
|
2023
Q4 | $60.8M | Buy |
1,172,646
+266,616
| +29% | +$12.9M | 9.6% | 3 |
|
|
2023
Q3 | $41.1M | Sell |
906,030
-53,442
| -6% | -$2.52M | 9.02% | 3 |
|
|
2023
Q2 | $45.2M | Sell |
959,472
-3,888
| -0.4% | -$169K | 8.38% | 3 |
|
|
2023
Q1 | $40.1M | Sell |
963,360
-12,582
| -1% | -$489K | 7.93% | 3 |
|
|
2022
Q4 | $34.7M | Sell |
975,942
-12,270
| -1% | -$451K | 7.27% | 3 |
|
|
2022
Q3 | $35.2M | Sell |
988,212
-7,842
| -0.8% | -$315K | 7.49% | 3 |
|
|
2022
Q2 | $37M | Sell |
996,054
-15,678
| -2% | -$644K | 7.43% | 3 |
|
|
2022
Q1 | $48.5M | Sell |
1,011,732
-56,142
| -5% | -$2.66M | 7.93% | 3 |
|
|
2021
Q4 | $57.1M | Buy |
1,067,874
+104,796
| +11% | +$5.46M | 8.85% | 3 |
|
|
2021
Q3 | $46.6M | Buy |
963,078
+5,556
| +0.6% | +$276K | 7.77% | 3 |
|
|
2021
Q2 | $45.8M | Sell |
957,522
-14,106
| -1% | -$641K | 7.95% | 3 |
|
|
2021
Q1 | $41.6M | Buy |
971,628
+1,782
| +0.2% | +$76.2K | 8.23% | 3 |
|
|
2020
Q4 | $41M | Buy |
969,846
+55,608
| +6% | +$2.22M | 8.57% | 3 |
|
|
2020
Q3 | $34.8M | Sell |
914,238
-190,440
| -17% | -$7.03M | 7.95% | 3 |
|
|
2020
Q2 | $37.6M | Sell |
1,104,678
-51,660
| -4% | -$1.59M | 8.82% | 2 |
|
|
2020
Q1 | $30.2M | Sell |
1,156,338
-33,738
| -3% | -$1.01M | 8.64% | 3 |
|
|
2019
Q4 | $36.1M | Buy |
1,190,076
+27,174
| +2% | +$785K | 8.77% | 2 |
|
|
2019
Q3 | $32.3M | Sell |
1,162,902
-10,164
| -0.9% | -$282K | 10.72% | 2 |
|
|
2019
Q2 | $31.9M | Buy |
1,173,066
+348,636
| +42% | +$9.31M | 9.08% | 3 |
|
|
2019
Q1 | $21.5M | Sell |
824,430
-844,050
| -51% | -$20.8M | 6.17% | 3 |
|
|
2018
Q4 | $37.4M | Buy |
1,668,480
+17,214
| +1% | +$417K | 12.07% | 1 |
|
|
2018
Q3 | $41.4M | Buy |
1,651,266
+1,050,528
| +175% | +$27.5M | 13.48% | 2 |
|
|
2018
Q2 | $15.2M | Buy |
600,738
+94,248
| +19% | +$2.31M | 4.98% | 4 |
|
|
2018
Q1 | $12M | Buy |
506,490
+50,526
| +11% | +$1.23M | 4.15% | 4 |
|
|
2017
Q4 | $10.7M | Buy |
455,964
+93,018
| +26% | +$2.14M | 3.73% | 4 |
|
|
2017
Q3 | $8.03M | Buy |
+362,946
| New | +$7.89M | 3.38% | 3 |
|
Other funds holding VUG
SEIA
RIA
AWM
BCM
EFG
MCIA
MWA
CAM
PFA