Hc Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Hc Advisors, LLC

$119 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	SELL	$66.09 - $78.32 $793 - $939	-12 Reduced 0.05%	23,963 $1.87 Million
Q4 2021 Feb 02, 2022	SELL	$69.67 - $79.55 $836 - $954	-12 Reduced 0.05%	23,975 $1.88 Million
Q2 2021 Aug 09, 2021	BUY	$62.94 - $69.93 $1.13 Million - $1.26 Million	17,990 Added 299.98%	23,987 $1.68 Million
Q3 2020 Nov 04, 2020	SELL	$50.05 - $60.14 $115,115 - $138,322	-2,300 Reduced 27.72%	5,997 $1.34 Million
Q2 2020 Aug 12, 2020	BUY	$37.08 - $49.88 $307,652 - $413,854	8,297 New	8,297 $1.64 Million
Q1 2020 May 08, 2020	SELL	$33.74 - $49.41 $279,940 - $409,954	-8,297 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$39.94 - $45.46 $331,382 - $377,181	8,297 New	8,297 $1.5 Million

Others Institutions Holding VONG

# of Institutions

739

Shares Held

148M

Call Options Held

25.7K

Put Options Held

2.1K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.18 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.09 Billion
6.89% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$654 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$543 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$490 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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