HCIA
Hochman Cole Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.79M | Sell |
13,069
-446
| -3% | -$129K | 1.49% | 21 |
|
|
2021
Q2 | $3.88M | Sell |
13,515
-476
| -3% | -$137K | 1.55% | 19 |
|
|
2021
Q1 | $3.6M | Sell |
13,991
-296
| -2% | -$76.1K | 1.51% | 20 |
|
|
2020
Q4 | $3.62M | Sell |
14,287
-987
| -6% | -$250K | 1.56% | 19 |
|
|
2020
Q3 | $3.48M | Buy |
15,274
+304
| +2% | +$69.2K | 1.71% | 17 |
|
|
2020
Q2 | $3.03M | Buy |
14,970
+148
| +1% | +$29.9K | 1.67% | 22 |
|
|
2020
Q1 | $2.32M | Sell |
14,822
-344
| -2% | -$53.9K | 1.59% | 19 |
|
|
2019
Q4 | $2.76M | Sell |
15,166
-288
| -2% | -$52.5K | 1.51% | 19 |
|
|
2019
Q3 | $2.57M | Sell |
15,454
-1,959
| -11% | -$326K | 1.6% | 17 |
|
|
2019
Q2 | $2.85M | Sell |
17,413
-191
| -1% | -$31.2K | 1.7% | 17 |
|
|
2019
Q1 | $2.75M | Sell |
17,604
-128
| -0.7% | -$20K | 1.64% | 19 |
|
|
2018
Q4 | $2.38M | Buy |
17,732
+49
| +0.3% | +$6.58K | 1.64% | 19 |
|
|
2018
Q3 | $2.85M | Hold |
17,683
| – | – | 1.77% | 17 |
|
|
2018
Q2 | $2.65M | Sell |
17,683
-562
| -3% | -$84.2K | 1.74% | 17 |
|
|
2018
Q1 | $2.59M | Sell |
18,245
-1,300
| -7% | -$184K | 1.81% | 17 |
|
|
2017
Q4 | $2.75M | Sell |
19,545
-3,759
| -16% | -$529K | 1.73% | 18 |
|
|
2017
Q3 | $3.09M | Sell |
23,304
-463
| -2% | -$61.5K | 2.03% | 16 |
|
|
2017
Q2 | $3.02M | Sell |
23,767
-2,702
| -10% | -$343K | 2.09% | 16 |
|
|
2017
Q1 | $3.22M | Sell |
26,469
-8,768
| -25% | -$1.07M | 2.34% | 14 |
|
|
2016
Q4 | $3.93M | Sell |
35,237
-1,314
| -4% | -$146K | 2.85% | 10 |
|
|
2016
Q3 | $4.1M | Buy |
36,551
+8,370
| +30% | +$940K | 3.06% | 8 |
|
|
2016
Q2 | $3.02M | Sell |
28,181
-371
| -1% | -$39.8K | 2.48% | 12 |
|
|
2016
Q1 | $3.04M | Sell |
28,552
-742
| -3% | -$79K | 2.59% | 11 |
|
|
2015
Q4 | $3.12M | Buy |
+29,294
| New | +$3.12M | 2.64% | 12 |
|