Vanguard Health Care ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Vanguard Health Care ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Health Care ETF held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Health Care ETF by HCR Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $687k | 2.4k | 282.21 |
2024-06-30 | $672k | 2.5k | 266.07 |
2024-03-31 | $652k | 2.4k | 270.60 |
2023-12-31 | $604k | 2.4k | 250.74 |
2023-09-30 | $598k | 2.5k | 235.08 |
2023-06-30 | $721k | 2.9k | 244.85 |
2023-03-31 | $702k | 2.9k | 238.49 |
2022-12-31 | $730k | 2.9k | 248.06 |
2022-09-30 | $659k | 2.9k | 224.23 |
2022-06-30 | $691k | 2.9k | 235.51 |
2022-03-31 | $759k | 3.0k | 254.36 |
2021-12-31 | $7.0M | 26k | 266.41 |
2021-09-30 | $12M | 50k | 247.15 |
2021-06-30 | $12M | 50k | 247.12 |
2021-03-31 | $12M | 51k | 228.75 |
2020-12-31 | $262k | 1.2k | 223.93 |
2020-09-30 | $224k | 1.1k | 204.57 |