Vanguard S&p 500 Etf idx shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.5k | 527.70 |
| 2024-06-30 | $957k | 1.9k | 500.37 |
| 2024-03-31 | $882k | 1.8k | 480.95 |
| 2023-12-31 | $917k | 2.1k | 436.82 |
| 2023-09-30 | $278k | 709 | 392.53 |
| 2023-06-30 | $288k | 707 | 407.08 |
| 2023-03-31 | $275k | 731 | 375.89 |
| 2022-12-31 | $235k | 670 | 351.14 |
| 2022-09-30 | $216k | 655 | 329.77 |
| 2022-06-30 | $225k | 645 | 348.84 |
| 2022-03-31 | $280k | 674 | 415.43 |
| 2021-12-31 | $265k | 608 | 435.86 |
| 2021-09-30 | $229k | 581 | 394.15 |
| 2021-06-30 | $236k | 600 | 393.33 |
| 2020-12-31 | $120k | 349 | 343.84 |
| 2020-09-30 | $79k | 257 | 307.39 |
| 2020-06-30 | $73k | 257 | 284.05 |
| 2020-03-31 | $86k | 361 | 238.23 |
| 2019-12-31 | $104k | 353 | 294.62 |
| 2019-09-30 | $305k | 1.1k | 275.77 |