HWA
Hillcrest Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,400
| Closed | -$219K | – | 60 |
|
|
2020
Q3 | $219K | Hold |
1,400
| – | – | 0.16% | 53 |
|
|
2020
Q2 | $200K | Buy |
+1,400
| New | +$200K | 0.17% | 42 |
|
|
2019
Q2 | – | Sell |
-1,750
| Closed | -$227K | – | 42 |
|
|
2019
Q1 | $227K | Sell |
1,750
-1,500
| -46% | -$195K | 0.2% | 38 |
|
|
2018
Q4 | $373K | Buy |
+3,250
| New | +$373K | 0.35% | 32 |
|