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 $1.37 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,514
Previous 1,913 31.42%
Holding current value
$1.37 Million
Previous $956,000 38.7%
% of portfolio
0.18%
Previous 0.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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