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

Hcr Wealth Advisors

$757 Million
Q3 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 2,514 shares of VOO stock, worth $1.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,514

Previous 1,913 31.42%

Holding current value

$1.4 Million

Previous $956,000 38.7%

% of portfolio

0.18%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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