HCIA
Hochman Cole Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.85M | Sell |
7,795
-984
| -11% | -$233K | 0.72% | 32 |
|
|
2021
Q2 | $2.08M | Sell |
8,779
-93
| -1% | -$22.1K | 0.83% | 28 |
|
|
2021
Q1 | $1.96M | Buy |
8,872
+24
| +0.3% | +$5.31K | 0.82% | 28 |
|
|
2020
Q4 | $1.83M | Sell |
8,848
-922
| -9% | -$191K | 0.79% | 26 |
|
|
2020
Q3 | $1.72M | Sell |
9,770
-196
| -2% | -$34.5K | 0.85% | 27 |
|
|
2020
Q2 | $1.63M | Sell |
9,966
-248
| -2% | -$40.7K | 0.9% | 28 |
|
|
2020
Q1 | $1.35M | Sell |
10,214
-1,504
| -13% | -$198K | 0.92% | 28 |
|
|
2019
Q4 | $2.09M | Sell |
11,718
-602
| -5% | -$107K | 1.14% | 25 |
|
|
2019
Q3 | $2.07M | Sell |
12,320
-868
| -7% | -$145K | 1.29% | 22 |
|
|
2019
Q2 | $2.21M | Sell |
13,188
-47
| -0.4% | -$7.86K | 1.31% | 22 |
|
|
2019
Q1 | $2.13M | Buy |
13,235
+423
| +3% | +$68K | 1.27% | 23 |
|
|
2018
Q4 | $1.77M | Buy |
12,812
+421
| +3% | +$58.2K | 1.22% | 24 |
|
|
2018
Q3 | $2.03M | Sell |
12,391
-101
| -0.8% | -$16.6K | 1.27% | 24 |
|
|
2018
Q2 | $1.97M | Sell |
12,492
-149
| -1% | -$23.5K | 1.29% | 23 |
|
|
2018
Q1 | $1.95M | Sell |
12,641
-252
| -2% | -$38.9K | 1.36% | 23 |
|
|
2017
Q4 | $2M | Buy |
12,893
+404
| +3% | +$62.5K | 1.26% | 25 |
|
|
2017
Q3 | $1.84M | Sell |
12,489
-574
| -4% | -$84.4K | 1.2% | 25 |
|
|
2017
Q2 | $1.86M | Sell |
13,063
-230
| -2% | -$32.8K | 1.29% | 24 |
|
|
2017
Q1 | $1.85M | Sell |
13,293
-148
| -1% | -$20.6K | 1.34% | 24 |
|
|
2016
Q4 | $1.77M | Buy |
13,441
+262
| +2% | +$34.5K | 1.28% | 23 |
|
|
2016
Q3 | $1.71M | Buy |
13,179
+4,963
| +60% | +$642K | 1.27% | 24 |
|
|
2016
Q2 | $1.02M | Hold |
8,216
| – | – | 0.83% | 33 |
|
|
2016
Q1 | $996K | Hold |
8,216
| – | – | 0.85% | 31 |
|
|
2015
Q4 | $987K | Buy |
+8,216
| New | +$987K | 0.84% | 34 |
|