CHA
VOO icon

Carmichael Hill & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Carmichael Hill & Associates’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.34M Sell
6,335
-16
-0.3% -$8.13K 1.19% 20
2024
Q2 		$3.18M Buy
6,351
+490
+8% +$236K 1.25% 17
2024
Q1 		$2.82M Buy
5,861
+793
+16% +$363K 1.11% 24
2023
Q4 		$2.21M Buy
5,068
+568
+13% +$233K 0.92% 25
2023
Q3 		$1.77M Buy
4,500
+174
+4% +$71.1K 0.81% 28
2023
Q2 		$1.76M Buy
4,326
+157
+4% +$60.6K 0.79% 29
2023
Q1 		$1.57M Buy
4,169
+338
+9% +$124K 0.76% 30
2022
Q4 		$1.35M Sell
3,831
-1,778
-32% -$628K 0.69% 32
2022
Q3 		$1.84M Buy
5,609
+3,257
+138% +$1.19M 0.99% 24
2022
Q2 		$816K Buy
2,352
+247
+12% +$93K 0.43% 53
2022
Q1 		$874K Sell
2,105
-166
-7% -$68K 0.4% 58
2021
Q4 		$991K Buy
2,271
+305
+16% +$129K 0.44% 47
2021
Q3 		$775K Buy
1,966
+92
+5% +$37.3K 0.38% 51
2021
Q2 		$737K Buy
1,874
+58
+3% +$22.3K 0.37% 56
2021
Q1 		$662K Sell
1,816
-41
-2% -$14.5K 0.36% 60
2020
Q4 		$638K Sell
1,857
-7
-0.4% -$2.28K 0.38% 58
2020
Q3 		$573K Sell
1,864
-144
-7% -$43.9K 0.38% 54
2020
Q2 		$569K Buy
2,008
+422
+27% +$114K 0.42% 53
2020
Q1 		$376K Buy
1,586
+286
+22% +$80.1K 0.33% 67
2019
Q4 		$385K Buy
1,300
+55
+4% +$15.6K 0.27% 78
2019
Q3 		$339K Sell
1,245
-303
-20% -$82.2K 0.33% 78
2019
Q2 		$417K Buy
1,548
+71
+5% +$18.8K 0.41% 64
2019
Q1 		$383K Sell
1,477
-195
-12% -$48.7K 0.4% 70
2018
Q4 		$384K Buy
1,672
+197
+13% +$48.8K 0.44% 66
2018
Q3 		$394K Buy
1,475
+56
+4% +$14.7K 0.38% 71
2018
Q2 		$354K Buy
1,419
+23
+2% +$5.71K 0.38% 76
2018
Q1 		$338K Buy
1,396
+345
+33% +$86.6K 0.37% 77
2017
Q4 		$258K Buy
+1,051
New +$251K 0.28% 89

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's VOO Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 0.25% in Q3 2024, selling an estimated $8.13K and leaving 6,335 shares worth $3.34M. The position accounts for 1.19% of the portfolio, ranked #20.

Carmichael Hill & Associates first reported a position in VOO in Q4 2017 and has held it in 28 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Carmichael Hill & Associates held 6,335 shares of Vanguard S&P 500 ETF worth $3.34M as of Q3 2024.
  • Carmichael Hill & Associates sold 16 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $8.13K.
  • Vanguard S&P 500 ETF made up 1.19% of Carmichael Hill & Associates's portfolio in Q3 2024, its #20 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.