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H&H Retirement Design & Management’s Vanguard S&P 500 ETF VOO Stock Holding History

H&H Retirement Design & 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
Q1 		– Sell
-660
Closed -$302K – 87
2023
Q4 		$302K Hold
660
– – 0.19% 52
2023
Q3 		$262K Buy
+660
New +$270K 0.18% 49

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

H&H Retirement Design & Management's VOO Position: Q1 2024 in Review

H&H Retirement Design & Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 660 shares — an estimated $302K sold.

H&H Retirement Design & Management first reported a position in VOO in Q3 2023 and held it in 2 quarters. The position peaked at $302K in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • H&H Retirement Design & Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • H&H Retirement Design & Management sold 660 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $302K.
  • H&H Retirement Design & Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and held it in 2 quarters.
  • H&H Retirement Design & Management's Vanguard S&P 500 ETF position peaked at $302K in Q4 2023.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on H&H Retirement Design & Management's 13F filing for Q1 2024, filed 24 Apr 2024.