HCR WEALTH ADVISORS – Vanguard Total Stock Market Index Fund Transaction History
HCR WEALTH ADVISORS portfolio value:
$466,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.85% | 72 shares | -10K | $179.47 | 2.59K |
| Q2 2022 | share | Decrease | -1.29% | -33 shares | -106K | $188.62 | 2.52K |
| Q1 2022 | share | Increase | +0.83% | 21 shares | -30K | $227.67 | 2.55K |
| Q4 2021 | share | 0.00% | 0 shares | 49K | $242.21 | 2.53K | |
| Q3 2021 | share | Decrease | -0.98% | -25 shares | -8K | $222.06 | 2.53K |
| Q2 2021 | share | Decrease | -12.71% | -373 shares | -35K | $222.12 | 2.56K |
| Q1 2021 | share | Increase | +10.38% | 276 shares | 89K | $205.41 | 2.93K |
| Q4 2020 | share | Decrease | -8.72% | -254 shares | 21K | $192.8 | 2.65K |
| Q3 2020 | share | Decrease | -3.58% | -108 shares | 21K | $168.02 | 2.91K |
| Q2 2020 | share | Increase | +2.37% | 70 shares | 95K | $153.8 | 3.02K |
| Q1 2020 | share | Increase | +10.74% | 286 shares | -56K | $126.1 | 2.95K |
| Q4 2019 | share | Increase | +47.35% | 856 shares | 163K | $159.31 | 2.66K |
| Q3 2019 | share | Increase | 0.00% | 1.80K shares | 273K | $146.23 | 1.80K |