Hcr Wealth Advisors Vanguard Total Stock Market Et Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Hcr Wealth Advisors holds 6,190 shares of VTI stock, worth $1.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,190

Previous 3,092 100.19%

Holding current value

$1.8 Million

Previous $827,000 111.85%

% of portfolio

0.23%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$255.18 - $283.2 $790,547 - $877,353	3,098 Added 100.19%	6,190 $1.75 Million
Q2 2024 Aug 06, 2024	SELL	$245.23 - $269.4 $66,702 - $73,276	-272 Reduced 8.09%	3,092 $827,000
Q1 2024 May 10, 2024	SELL	$232.77 - $260.14 $12,802 - $14,307	-55 Reduced 1.61%	3,364 $874,000
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $242,525 - $284,470	1,194 Added 53.66%	3,419 $811,000
Q3 2023 Oct 20, 2023	SELL	$211.41 - $228.35 $43,127 - $46,583	-204 Reduced 8.4%	2,225 $472,000
Q2 2023 Aug 09, 2023	SELL	$200.75 - $220.28 $109,007 - $119,612	-543 Reduced 18.27%	2,429 $535,000
Q1 2023 May 12, 2023	BUY	$189.85 - $210.01 $76,129 - $84,214	401 Added 15.6%	2,972 $606,000
Q4 2022 Feb 13, 2023	SELL	$179.3 - $204.18 $4,482 - $5,104	-25 Reduced 0.96%	2,571 $491,000
Q3 2022 Nov 07, 2022	BUY	$179.47 - $216.24 $12,921 - $15,569	72 Added 2.85%	2,596 $466,000
Q2 2022 Aug 12, 2022	SELL	$183.02 - $230.52 $6,039 - $7,607	-33 Reduced 1.29%	2,524 $476,000
Q1 2022 May 05, 2022	BUY	$209.9 - $242.97 $4,407 - $5,102	21 Added 0.83%	2,557 $582,000
Q3 2021 Nov 02, 2021	SELL	$219.23 - $234.37 $5,480 - $5,859	-25 Reduced 0.98%	2,536 $563,000
Q2 2021 Jul 21, 2021	SELL	$209.28 - $222.82 $78,061 - $83,111	-373 Reduced 12.71%	2,561 $571,000
Q1 2021 May 13, 2021	BUY	$191.87 - $208.85 $52,956 - $57,642	276 Added 10.38%	2,934 $606,000
Q4 2020 Feb 04, 2021	SELL	$166.99 - $194.64 $42,415 - $49,438	-254 Reduced 8.72%	2,658 $517,000
Q3 2020 Nov 05, 2020	SELL	$157.44 - $181.24 $17,003 - $19,573	-108 Reduced 3.58%	2,912 $496,000
Q2 2020 Jul 30, 2020	BUY	$122.96 - $164.1 $8,607 - $11,487	70 Added 2.37%	3,020 $475,000
Q1 2020 May 08, 2020	BUY	$111.91 - $172.17 $32,006 - $49,240	286 Added 10.74%	2,950 $380,000
Q4 2019 Feb 07, 2020	BUY	$146.61 - $164.29 $125,498 - $140,632	856 Added 47.35%	2,664 $436,000
Q3 2019 Nov 07, 2019	BUY	$150.3 - $153.62 $271,742 - $277,744	1,808 New	1,808 $273,000

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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Hcr Wealth Advisors Vanguard Total Stock Market Et Transaction History