DLHL
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Donald L. Hagan LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Donald L. Hagan LLC’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
2022
Q4 		– Sell
-797
Closed -$262K – 96
2022
Q3 		$262K Sell
797
-86
-10% -$31.4K 0.19% 80
2022
Q2 		$306K Sell
883
-789
-47% -$297K 0.19% 81
2022
Q1 		$694K Buy
1,672
+221
+15% +$90.5K 0.39% 64
2021
Q4 		$633K Sell
1,451
-48
-3% -$20.3K 0.33% 69
2021
Q3 		$591K Sell
1,499
-44
-3% -$17.9K 0.34% 65
2021
Q2 		$607K Sell
1,543
-34
-2% -$13.1K 0.36% 66
2021
Q1 		$575K Buy
1,577
+86
+6% +$30.5K 0.38% 62
2020
Q4 		$512K Sell
1,491
-215
-13% -$70.1K 0.37% 61
2020
Q3 		$525K Buy
1,706
+244
+17% +$74.3K 0.42% 47
2020
Q2 		$414K Sell
1,462
-568
-28% -$153K 0.36% 59
2020
Q1 		$518K Buy
+2,030
New +$569K 0.46% 58

Other funds holding VOO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Donald L. Hagan LLC's VOO Position: Q4 2022 in Review

Donald L. Hagan LLC sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 797 shares — an estimated $262K sold.

Donald L. Hagan LLC first reported a position in VOO in Q1 2020 and held it in 11 quarters. The position peaked at $694K in Q1 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Donald L. Hagan LLC reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Donald L. Hagan LLC sold 797 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $262K.
  • Donald L. Hagan LLC first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 11 quarters.
  • Donald L. Hagan LLC's Vanguard S&P 500 ETF position peaked at $694K in Q1 2022.
  • 2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Donald L. Hagan LLC's 13F filing for Q4 2022, filed 17 Jan 2023.