HPIA
Hamilton Point Investment Advisors’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 | $1.62M | Sell |
2,835
-20
| -0.7% | -$11.4K | 0.27% | 65 |
|
|
2025
Q1 | $1.47M | Sell |
2,855
-80
| -3% | -$41.1K | 0.26% | 62 |
|
|
2024
Q4 | $1.58M | Sell |
2,935
-61
| -2% | -$32.9K | 0.28% | 61 |
|
|
2024
Q3 | $1.59M | Buy |
2,996
+93
| +3% | +$49.2K | 0.28% | 61 |
|
|
2024
Q2 | $1.46M | Hold |
2,903
| – | – | 0.28% | 62 |
|
|
2024
Q1 | $1.4M | Sell |
2,903
-38
| -1% | -$18.3K | 0.27% | 65 |
|
|
2023
Q4 | $1.28M | Buy |
2,941
+1
| +0% | +$437 | 0.26% | 66 |
|
|
2023
Q3 | $1.16M | Hold |
2,940
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $1.2M | Hold |
2,940
| – | – | 0.29% | 63 |
|
|
2023
Q1 | $1.11M | Buy |
+2,940
| New | +$1.11M | 0.27% | 63 |
|