Hcr Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 7,259 shares of VOO stock, worth $3.99 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

7,259

Previous 2,514 188.74%

Holding current value

$3.99 Million

Previous $1.33 Million 194.95%

% of portfolio

0.5%

Previous 0.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $2.48 Million - $2.65 Million	4,745 Added 188.74%	7,259 $3.91 Million
Q3 2024 Oct 10, 2024	BUY	$475.2 - $527.7 $285,595 - $317,147	601 Added 31.42%	2,514 $1.33 Million
Q2 2024 Aug 06, 2024	BUY	$455.1 - $504.28 $36,408 - $40,342	80 Added 4.36%	1,913 $956,000
Q1 2024 May 10, 2024	SELL	$429.43 - $481.35 $114,657 - $128,520	-267 Reduced 12.71%	1,833 $881,000
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $524,852 - $609,522	1,391 Added 196.19%	2,100 $917,000
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $785 - $841	2 Added 0.28%	709 $278,000
Q2 2023 Aug 09, 2023	SELL	$371.44 - $407.28 $8,914 - $9,774	-24 Reduced 3.28%	707 $287,000
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $21,268 - $23,359	61 Added 9.1%	731 $274,000
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $4,914 - $5,618	15 Added 2.29%	670 $235,000
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $3,283 - $3,950	10 Added 1.55%	655 $216,000
Q2 2022 Aug 12, 2022	SELL	$337.07 - $419.85 $9,775 - $12,175	-29 Reduced 4.3%	645 $225,000
Q1 2022 May 05, 2022	BUY	$382.7 - $439.25 $25,258 - $28,990	66 Added 10.86%	674 $280,000
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $10,643 - $11,853	27 Added 4.65%	608 $265,000
Q3 2021 Nov 02, 2021	SELL	$390.68 - $416.73 $7,422 - $7,917	-19 Reduced 3.17%	581 $229,000
Q2 2021 Jul 21, 2021	BUY	$368.16 - $394.32 $220,896 - $236,592	600 New	600 $236,000
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $118,321 - $127,468	-349 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $27,583 - $31,619	92 Added 35.8%	349 $120,000
Q2 2020 Jul 30, 2020	SELL	$226.15 - $297.17 $23,519 - $30,905	-104 Reduced 28.81%	257 $73,000
Q1 2020 May 08, 2020	BUY	$204.27 - $310.92 $1,634 - $2,487	8 Added 2.27%	361 $86,000
Q4 2019 Feb 07, 2020	SELL	$264.57 - $296.67 $199,221 - $223,392	-753 Reduced 68.08%	353 $104,000
Q3 2019 Nov 07, 2019	BUY	$260.57 - $277.38 $288,190 - $306,782	1,106 New	1,106 $305,000

Others Institutions Holding VOO

# of Institutions

3,190

Shares Held

389M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History