Fairhaven Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Fairhaven Wealth Management’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 Q4	$1.34M	Buy	2,495 +56	+2%	+$30.3K	0.42%	38
2024 Q3	$1.29M	Sell	2,439 -5	-0.2%	-$2.54K	0.39%	38
2024 Q2	$1.22M	Buy	2,444 +3	+0.1%	+$1.44K	0.41%	38
2024 Q1	$1.17M	Buy	2,441 +990	+68%	+$453K	0.4%	39
2023 Q4	$634K	Hold	1,451	–	–	0.23%	50
2023 Q3	$570K	Hold	1,451	–	–	0.23%	52
2023 Q2	$591K	Buy	+1,451	New	+$560K	0.23%	53
2022 Q4	$411K	Buy	1,171 +216	+23%	+$76.3K	0.17%	60
2022 Q3	$314K	Hold	955	–	–	0.14%	68
2022 Q2	$331K	Buy	955 +417	+78%	+$157K	0.16%	65
2022 Q1	$223K	Buy	+538	New	+$220K	0.09%	106

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fairhaven Wealth Management's VOO Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q4 2024, buying an estimated $30.3K and bringing the position to 2,495 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #38.

Fairhaven Wealth Management first reported a position in VOO in Q1 2022 and has held it in 11 quarters since. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Fairhaven Wealth Management held 2,495 shares of Vanguard S&P 500 ETF worth $1.34M as of Q4 2024.
Fairhaven Wealth Management bought 56 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $30.3K.
Vanguard S&P 500 ETF made up 0.42% of Fairhaven Wealth Management's portfolio in Q4 2024, its #38 holding.
Fairhaven Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.