Hcr Wealth Advisors Vanguard Russell 1000 Growth E Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$59.12 - $65.5 $12,001 - $13,296	-203 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$37.08 - $49.88 $7,527 - $10,125	203 New	203 $41,000

Others Institutions Holding VONG

# of Institutions

666

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.02 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.04 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$621 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$516 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$465 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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