HWA
Hillcrest Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5M | Buy |
94,121
+880
| +0.9% | +$500K | 25.14% | 1 |
|
|
2025
Q1 | $47.9M | Buy |
93,241
+2,265
| +2% | +$1.16M | 23.73% | 1 |
|
|
2024
Q4 | $49M | Sell |
90,976
-575
| -0.6% | -$310K | 23.3% | 1 |
|
|
2024
Q3 | $48.3M | Buy |
91,551
+1,360
| +2% | +$718K | 24.11% | 1 |
|
|
2024
Q2 | $45.1M | Sell |
90,191
-250
| -0.3% | -$125K | 24.29% | 1 |
|
|
2024
Q1 | $43.5M | Sell |
90,441
-3,810
| -4% | -$1.83M | 23.56% | 1 |
|
|
2023
Q4 | $41.2M | Sell |
94,251
-2,615
| -3% | -$1.14M | 22.69% | 1 |
|
|
2023
Q3 | $38M | Buy |
96,866
+2,320
| +2% | +$911K | 21.67% | 1 |
|
|
2023
Q2 | $38.5M | Sell |
94,546
-5,944
| -6% | -$2.42M | 22.74% | 1 |
|
|
2023
Q1 | $37.8M | Sell |
100,490
-1,154
| -1% | -$434K | 22.4% | 1 |
|
|
2022
Q4 | $35.7M | Buy |
101,644
+1,773
| +2% | +$623K | 21.34% | 1 |
|
|
2022
Q3 | $32.8M | Buy |
99,871
+1,180
| +1% | +$387K | 20.8% | 1 |
|
|
2022
Q2 | $34.2M | Buy |
98,691
+5,845
| +6% | +$2.03M | 20.77% | 1 |
|
|
2022
Q1 | $38.4M | Buy |
92,846
+8,239
| +10% | +$3.4M | 21.25% | 1 |
|
|
2021
Q4 | $36.9M | Buy |
84,607
+6,850
| +9% | +$2.99M | 19.86% | 1 |
|
|
2021
Q3 | $30.7M | Buy |
77,757
+5,195
| +7% | +$2.05M | 18.19% | 1 |
|
|
2021
Q2 | $28.6M | Buy |
72,562
+3,615
| +5% | +$1.42M | 17.29% | 1 |
|
|
2021
Q1 | $25.1M | Buy |
68,947
+6,540
| +10% | +$2.38M | 15.31% | 1 |
|
|
2020
Q4 | $21.4M | Buy |
62,407
+2,827
| +5% | +$972K | 14.35% | 1 |
|
|
2020
Q3 | $18.3M | Buy |
59,580
+6,955
| +13% | +$2.14M | 13.03% | 1 |
|
|
2020
Q2 | $14.9M | Sell |
52,625
-1,927
| -4% | -$546K | 12.91% | 2 |
|
|
2020
Q1 | $12.9M | Buy |
54,552
+10,672
| +24% | +$2.53M | 12.88% | 2 |
|
|
2019
Q4 | $13M | Sell |
43,880
-208
| -0.5% | -$61.5K | 10.8% | 2 |
|
|
2019
Q3 | $12M | Buy |
44,088
+4,480
| +11% | +$1.22M | 10.34% | 2 |
|
|
2019
Q2 | $10.7M | Buy |
39,608
+3,818
| +11% | +$1.03M | 8.98% | 3 |
|
|
2019
Q1 | $9.29M | Sell |
35,790
-225
| -0.6% | -$58.4K | 8.15% | 3 |
|
|
2018
Q4 | $8.28M | Buy |
+36,015
| New | +$8.28M | 7.69% | 3 |
|