HCA
Heck Capital 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 | $107M | Buy |
352,471
+74,209
| +27% | +$22.6M | 9.23% | 2 |
|
|
2025
Q1 | $76.5M | Buy |
278,262
+4,421
| +2% | +$1.22M | 8.6% | 2 |
|
|
2024
Q4 | $79.4M | Buy |
273,841
+11,337
| +4% | +$3.29M | 9.11% | 2 |
|
|
2024
Q3 | $74.3M | Buy |
262,504
+2,400
| +0.9% | +$680K | 8.57% | 2 |
|
|
2024
Q2 | $69.6M | Buy |
260,104
+136,828
| +111% | +$36.6M | 8.65% | 2 |
|
|
2024
Q1 | $32M | Buy |
123,276
+2,421
| +2% | +$629K | 4.89% | 5 |
|
|
2023
Q4 | $28.7M | Buy |
120,855
+6,736
| +6% | +$1.6M | 4.68% | 5 |
|
|
2023
Q3 | $24.2M | Buy |
114,119
+1,577
| +1% | +$335K | 4.49% | 6 |
|
|
2023
Q2 | $24.8M | Sell |
112,542
-1,458
| -1% | -$321K | 4.27% | 5 |
|
|
2023
Q1 | $23.3M | Buy |
114,000
+4,356
| +4% | +$889K | 4.47% | 6 |
|
|
2022
Q4 | $21M | Sell |
109,644
-7,462
| -6% | -$1.43M | 4.06% | 5 |
|
|
2022
Q3 | $21M | Sell |
117,106
-9,654
| -8% | -$1.73M | 4.33% | 4 |
|
|
2022
Q2 | $23.9M | Sell |
126,760
-11,702
| -8% | -$2.21M | 4.81% | 4 |
|
|
2022
Q1 | $31.5M | Buy |
138,462
+1,183
| +0.9% | +$269K | 5.7% | 4 |
|
|
2021
Q4 | $33.1M | Buy |
137,279
+8,085
| +6% | +$1.95M | 6.02% | 4 |
|
|
2021
Q3 | $28.7M | Sell |
129,194
-3,098
| -2% | -$688K | 5.73% | 4 |
|
|
2021
Q2 | $29.5M | Buy |
132,292
+1,664
| +1% | +$371K | 5.85% | 4 |
|
|
2021
Q1 | $27M | Buy |
130,628
+18,331
| +16% | +$3.79M | 5.96% | 4 |
|
|
2020
Q4 | $21.9M | Buy |
112,297
+4,415
| +4% | +$859K | 5.32% | 5 |
|
|
2020
Q3 | $18.4M | Sell |
107,882
-78,841
| -42% | -$13.4M | 5.13% | 5 |
|
|
2020
Q2 | $29.2M | Buy |
186,723
+47,450
| +34% | +$7.43M | 6.17% | 4 |
|
|
2020
Q1 | $18M | Buy |
139,273
+9,779
| +8% | +$1.26M | 5.17% | 6 |
|
|
2019
Q4 | $21.2M | Buy |
129,494
+50,785
| +65% | +$8.31M | 5.09% | 5 |
|
|
2019
Q3 | $11.9M | Sell |
78,709
-43,276
| -35% | -$6.53M | 3.66% | 10 |
|
|
2019
Q2 | $18.3M | Sell |
121,985
-2,782
| -2% | -$418K | 4.91% | 5 |
|
|
2019
Q1 | $18.1M | Buy |
124,767
+15,320
| +14% | +$2.22M | 5.4% | 5 |
|
|
2018
Q4 | $14M | Sell |
109,447
-2,814
| -3% | -$359K | 5.14% | 5 |
|
|
2018
Q3 | $16.8M | Buy |
112,261
+2,320
| +2% | +$347K | 5.55% | 5 |
|
|
2018
Q2 | $15.4M | Buy |
109,941
+4,148
| +4% | +$583K | 5.62% | 5 |
|
|
2018
Q1 | $14.4M | Buy |
105,793
+12,932
| +14% | +$1.76M | 6.35% | 4 |
|
|
2017
Q4 | $12.7M | Buy |
92,861
+3,651
| +4% | +$501K | 6.19% | 6 |
|
|
2017
Q3 | $11.6M | Buy |
89,210
+3,898
| +5% | +$505K | 6.17% | 6 |
|
|
2017
Q2 | $10.6M | Buy |
85,312
+1,131
| +1% | +$141K | 6.16% | 7 |
|
|
2017
Q1 | $10.2M | Buy |
84,181
+2,508
| +3% | +$304K | 6.29% | 7 |
|
|
2016
Q4 | $9.42M | Buy |
+81,673
| New | +$9.42M | 6.85% | 7 |
|