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

3,046

Shares Held

454M

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

More about VTI

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 Total Stock Market Et Transaction History