Vanguard Short-Term Bond ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $625k | 7.9k | 78.69 |
| 2024-06-30 | $609k | 7.9k | 76.70 |
| 2024-03-31 | $628k | 8.2k | 76.67 |
| 2023-12-31 | $712k | 9.2k | 77.02 |
| 2023-09-30 | $588k | 7.8k | 75.17 |
| 2023-06-30 | $693k | 9.2k | 75.57 |
| 2023-03-31 | $702k | 9.2k | 76.49 |
| 2022-12-31 | $702k | 9.3k | 75.28 |
| 2022-09-30 | $848k | 11k | 74.86 |
| 2022-06-30 | $870k | 11k | 76.80 |
| 2022-03-31 | $1.0M | 13k | 77.91 |
| 2021-12-31 | $1.2M | 14k | 80.81 |
| 2021-09-30 | $1.2M | 14k | 81.93 |
| 2021-06-30 | $990k | 12k | 82.19 |
| 2021-03-31 | $1.5M | 18k | 82.17 |
| 2020-12-31 | $1.1M | 14k | 82.91 |
| 2020-09-30 | $99k | 1.2k | 82.98 |
| 2020-06-30 | $99k | 1.2k | 82.98 |