FHC
First Heartland Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
21,855
+12,608
| +136% | +$7.16M | 1.1% | 19 |
|
|
2025
Q1 | $4.75M | Sell |
9,247
-5,154
| -36% | -$2.65M | 0.49% | 61 |
|
|
2024
Q4 | $7.76M | Buy |
14,401
+7,125
| +98% | +$3.84M | 0.8% | 33 |
|
|
2024
Q3 | $3.84M | Buy |
7,276
+628
| +9% | +$331K | 0.41% | 52 |
|
|
2024
Q2 | $3.33K | Sell |
6,648
-21
| -0.3% | -$11 | 0.23% | 75 |
|
|
2024
Q1 | $3.21M | Buy |
6,669
+94
| +1% | +$45.2K | 0.33% | 74 |
|
|
2023
Q4 | $2.87M | Buy |
6,575
+55
| +0.8% | +$24K | 0.35% | 73 |
|
|
2023
Q3 | $2.56M | Buy |
6,520
+717
| +12% | +$282K | 0.32% | 76 |
|
|
2023
Q2 | $2.36M | Buy |
5,803
+1,051
| +22% | +$428K | 0.31% | 82 |
|
|
2023
Q1 | $1.79M | Sell |
4,752
-773
| -14% | -$291K | 0.27% | 90 |
|
|
2022
Q4 | $1.94M | Sell |
5,525
-395
| -7% | -$139K | 0.31% | 81 |
|
|
2022
Q3 | $1.94K | Sell |
5,920
-42
| -0.7% | -$14 | 0.17% | 85 |
|
|
2022
Q2 | $2.07M | Sell |
5,962
-10
| -0.2% | -$3.47K | 0.32% | 80 |
|
|
2022
Q1 | $2.48M | Sell |
5,972
-200
| -3% | -$83K | 0.38% | 56 |
|
|
2021
Q4 | $2.69K | Buy |
6,172
+963
| +18% | +$420 | 0.1% | 63 |
|
|
2021
Q3 | $2.05M | Sell |
5,209
-565
| -10% | -$223K | 0.31% | 77 |
|
|
2021
Q2 | $2.27M | Sell |
5,774
-1,352
| -19% | -$532K | 0.34% | 81 |
|
|
2021
Q1 | $2.6M | Sell |
7,126
-7
| -0.1% | -$2.55K | 0.41% | 63 |
|
|
2020
Q4 | $2.45M | Buy |
7,133
+525
| +8% | +$180K | 0.41% | 55 |
|
|
2020
Q3 | $2.03M | Buy |
6,608
+12
| +0.2% | +$3.69K | 0.39% | 62 |
|
|
2020
Q2 | $1.87M | Buy |
6,596
+348
| +6% | +$98.6K | 0.37% | 65 |
|
|
2020
Q1 | $1.48M | Buy |
6,248
+925
| +17% | +$219K | 0.38% | 63 |
|
|
2019
Q4 | $1.58M | Buy |
5,323
+1,010
| +23% | +$299K | 0.31% | 83 |
|
|
2019
Q3 | $1.18M | Buy |
4,313
+134
| +3% | +$36.5K | 0.25% | 97 |
|
|
2019
Q2 | $1.13M | Buy |
4,179
+58
| +1% | +$15.6K | 0.27% | 91 |
|
|
2019
Q1 | $1.07M | Buy |
4,121
+211
| +5% | +$54.8K | 0.3% | 83 |
|
|
2018
Q4 | $899K | Buy |
3,910
+319
| +9% | +$73.3K | 0.34% | 83 |
|
|
2018
Q3 | $959K | Buy |
3,591
+5
| +0.1% | +$1.34K | 0.3% | 79 |
|
|
2018
Q2 | $895K | Sell |
3,586
-139
| -4% | -$34.7K | 0.32% | 81 |
|
|
2018
Q1 | $902K | Buy |
3,725
+252
| +7% | +$61K | 0.27% | 92 |
|
|
2017
Q4 | $852K | Buy |
3,473
+421
| +14% | +$103K | 0.26% | 97 |
|
|
2017
Q3 | $704K | Buy |
3,052
+511
| +20% | +$118K | 0.17% | 163 |
|
|
2017
Q2 | $564K | Buy |
2,541
+608
| +31% | +$135K | 0.15% | 181 |
|
|
2017
Q1 | $418K | Hold |
1,933
| – | – | 0.12% | 207 |
|
|
2016
Q4 | $397K | Hold |
1,933
| – | – | 0.12% | 211 |
|
|
2016
Q3 | $384K | Sell |
1,933
-1,326
| -41% | -$263K | 0.11% | 203 |
|
|
2016
Q2 | $626 | Buy |
3,259
+31
| +1% | +$6 | 0.07% | 131 |
|
|
2016
Q1 | $609K | Hold |
3,228
| – | – | 0.23% | 118 |
|
|
2015
Q4 | $603K | Hold |
3,228
| – | – | 0.23% | 118 |
|
|
2015
Q3 | $567K | Buy |
3,228
+1,678
| +108% | +$295K | 0.24% | 117 |
|
|
2015
Q2 | $293 | Buy |
+1,550
| New | +$293 | 0.08% | 193 |
|