HCIA
Hochman Cole Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.86M | Sell |
19,185
-253
| -1% | -$50.8K | 1.51% | 20 |
|
|
2021
Q2 | $3.9M | Sell |
19,438
-126
| -0.6% | -$25.3K | 1.56% | 18 |
|
|
2021
Q1 | $3.63M | Sell |
19,564
-988
| -5% | -$183K | 1.52% | 19 |
|
|
2020
Q4 | $3.61M | Sell |
20,552
-496
| -2% | -$87.2K | 1.56% | 20 |
|
|
2020
Q3 | $3.29M | Sell |
21,048
-415
| -2% | -$64.9K | 1.62% | 20 |
|
|
2020
Q2 | $3.07M | Sell |
21,463
-386
| -2% | -$55.2K | 1.69% | 21 |
|
|
2020
Q1 | $2.59M | Sell |
21,849
-1,768
| -7% | -$209K | 1.78% | 18 |
|
|
2019
Q4 | $3.49M | Sell |
23,617
-500
| -2% | -$73.9K | 1.9% | 13 |
|
|
2019
Q3 | $3.29M | Sell |
24,117
-1,203
| -5% | -$164K | 2.05% | 11 |
|
|
2019
Q2 | $3.41M | Sell |
25,320
-758
| -3% | -$102K | 2.03% | 13 |
|
|
2019
Q1 | $3.39M | Buy |
26,078
+512
| +2% | +$66.5K | 2.02% | 12 |
|
|
2018
Q4 | $2.94M | Sell |
25,566
-180
| -0.7% | -$20.7K | 2.02% | 14 |
|
|
2018
Q3 | $3.44M | Sell |
25,746
-874
| -3% | -$117K | 2.14% | 13 |
|
|
2018
Q2 | $3.32M | Buy |
26,620
+577
| +2% | +$72K | 2.18% | 12 |
|
|
2018
Q1 | $3.16M | Sell |
26,043
-858
| -3% | -$104K | 2.2% | 11 |
|
|
2017
Q4 | $3.3M | Sell |
26,901
-2,212
| -8% | -$271K | 2.08% | 13 |
|
|
2017
Q3 | $3.36M | Sell |
29,113
-2,655
| -8% | -$306K | 2.2% | 13 |
|
|
2017
Q2 | $3.53M | Sell |
31,768
-395
| -1% | -$43.9K | 2.44% | 12 |
|
|
2017
Q1 | $3.48M | Sell |
32,163
-3,036
| -9% | -$328K | 2.53% | 11 |
|
|
2016
Q4 | $3.6M | Buy |
35,199
+1,904
| +6% | +$195K | 2.61% | 11 |
|
|
2016
Q3 | $3.3M | Sell |
33,295
-794
| -2% | -$78.7K | 2.46% | 12 |
|
|
2016
Q2 | $3.27M | Hold |
34,089
| – | – | 2.68% | 11 |
|
|
2016
Q1 | $3.21M | Sell |
34,089
-156
| -0.5% | -$14.7K | 2.73% | 10 |
|
|
2015
Q4 | $3.2M | Buy |
+34,245
| New | +$3.2M | 2.72% | 11 |
|