Hc Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Hc Advisors, LLC

$117 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$377.32 - $438.19 $162,247 - $188,421	430 Added 21.13%	2,465 $1.08 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $78,540 - $84,136	200 Added 10.9%	2,035 $799,000
Q2 2023 Aug 10, 2023	SELL	$371.44 - $407.28 $52,001 - $57,019	-140 Reduced 7.09%	1,835 $747,000
Q1 2023 May 08, 2023	SELL	$348.66 - $382.94 $4,532 - $4,978	-13 Reduced 0.65%	1,975 $742,000
Q2 2022 Aug 08, 2022	SELL	$337.07 - $419.85 $674 - $839	-2 Reduced 0.1%	1,988 $690,000
Q1 2022 May 06, 2022	SELL	$382.7 - $439.25 $267,890 - $307,475	-700 Reduced 26.02%	1,990 $826,000
Q3 2021 Oct 29, 2021	BUY	$390.68 - $416.73 $1,172 - $1,250	3 Added 0.11%	2,690 $1.06 Million
Q2 2021 Aug 09, 2021	BUY	$368.16 - $394.32 $51,174 - $54,810	139 Added 5.46%	2,687 $1.06 Million
Q3 2020 Nov 04, 2020	SELL	$285.37 - $328.74 $114,148 - $131,496	-400 Reduced 13.57%	2,548 $784,000
Q2 2020 Aug 12, 2020	BUY	$226.15 - $297.17 $666,690 - $876,057	2,948 New	2,948 $836,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.1 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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