HWA
HCR Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4M | Buy |
625,930
+21,493
| +4% | +$2.87M | 9.82% | 3 |
|
|
2025
Q1 | $77.9M | Buy |
604,437
+19,866
| +3% | +$2.56M | 10.15% | 2 |
|
|
2024
Q4 | $74.6M | Buy |
584,571
+25,732
| +5% | +$3.28M | 9.34% | 3 |
|
|
2024
Q3 | $71.6M | Buy |
558,839
+6,856
| +1% | +$879K | 9.38% | 3 |
|
|
2024
Q2 | $65.5M | Buy |
551,983
+4,111
| +0.8% | +$488K | 9.36% | 3 |
|
|
2024
Q1 | $66.3M | Sell |
547,872
-8,927
| -2% | -$1.08M | 10.05% | 2 |
|
|
2023
Q4 | $62.2M | Buy |
556,799
+119,936
| +27% | +$13.4M | 9.82% | 2 |
|
|
2023
Q3 | $45.1M | Sell |
436,863
-33,349
| -7% | -$3.45M | 9.9% | 2 |
|
|
2023
Q2 | $49.9M | Buy |
470,212
+37,702
| +9% | +$4M | 9.24% | 2 |
|
|
2023
Q1 | $45.6M | Sell |
432,510
-10,569
| -2% | -$1.12M | 9.03% | 2 |
|
|
2022
Q4 | $47.9M | Sell |
443,079
-7,416
| -2% | -$802K | 10.06% | 2 |
|
|
2022
Q3 | $42.7M | Sell |
450,495
-16,596
| -4% | -$1.57M | 9.08% | 2 |
|
|
2022
Q2 | $47.5M | Buy |
467,091
+654
| +0.1% | +$66.5K | 9.54% | 2 |
|
|
2022
Q1 | $52.4M | Sell |
466,437
-120,137
| -20% | -$13.5M | 8.56% | 2 |
|
|
2021
Q4 | $65.8M | Sell |
586,574
-19,131
| -3% | -$2.14M | 10.19% | 2 |
|
|
2021
Q3 | $62.6M | Sell |
605,705
-522
| -0.1% | -$53.9K | 10.45% | 2 |
|
|
2021
Q2 | $63.5M | Sell |
606,227
-17,628
| -3% | -$1.85M | 11.03% | 2 |
|
|
2021
Q1 | $63.1M | Buy |
623,855
+86,690
| +16% | +$8.76M | 12.47% | 2 |
|
|
2020
Q4 | $49.2M | Buy |
537,165
+19,666
| +4% | +$1.8M | 10.29% | 2 |
|
|
2020
Q3 | $41.9M | Buy |
517,499
+96,085
| +23% | +$7.78M | 9.58% | 2 |
|
|
2020
Q2 | $33.1M | Buy |
421,414
+100,865
| +31% | +$7.92M | 7.76% | 4 |
|
|
2020
Q1 | $22.7M | Sell |
320,549
-56,097
| -15% | -$3.97M | 6.49% | 4 |
|
|
2019
Q4 | $35.3M | Buy |
+376,646
| New | +$35.3M | 8.56% | 3 |
|
|
2019
Q3 | – | Sell |
-370,805
| Closed | -$32.4M | – | 165 |
|
|
2019
Q2 | $32.4M | Buy |
370,805
+143,913
| +63% | +$12.6M | 9.21% | 2 |
|
|
2019
Q1 | $19.4M | Sell |
226,892
-232,446
| -51% | -$19.8M | 5.57% | 4 |
|
|
2018
Q4 | $35.8M | Buy |
+459,338
| New | +$35.8M | 11.57% | 2 |
|
|
2018
Q3 | – | Sell |
-421,563
| Closed | -$35.2M | – | 177 |
|
|
2018
Q2 | $35.2M | Sell |
421,563
-5,192
| -1% | -$433K | 11.54% | 2 |
|
|
2018
Q1 | $35.2M | Buy |
426,755
+15,510
| +4% | +$1.28M | 12.21% | 1 |
|
|
2017
Q4 | $35.2M | Buy |
411,245
+14,637
| +4% | +$1.25M | 12.3% | 1 |
|
|
2017
Q3 | $32.2M | Buy |
396,608
+9,001
| +2% | +$730K | 13.53% | 1 |
|
|
2017
Q2 | $30.3M | Buy |
387,607
+130,581
| +51% | +$10.2M | 14.96% | 1 |
|
|
2017
Q1 | $20M | Buy |
257,026
+155,966
| +154% | +$12.1M | 10.22% | 2 |
|
|
2016
Q4 | $7.66M | Buy |
+101,060
| New | +$7.66M | 4.04% | 3 |
|