HawsGoodwin Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$16.1M	Buy	36,812 +3,750	+11%	+$1.58M	4.68%	4
2021 Q3	$13M	Buy	33,062 +1,275	+4%	+$517K	3.96%	5
2021 Q2	$12.5M	Sell	31,787 -2,688	-8%	-$1.03M	3.85%	5
2021 Q1	$12.6M	Sell	34,475 -393	-1%	-$139K	4.02%	5
2020 Q4	$12M	Sell	34,868 -1,667	-5%	-$543K	3.76%	6
2020 Q3	$11.2M	Sell	36,535 -1,342	-4%	-$409K	4%	6
2020 Q2	$10.7M	Buy	37,877 +4,559	+14%	+$1.23M	4.22%	7
2020 Q1	$7.9M	Buy	33,318 +17,399	+109%	+$4.87M	3.98%	5
2019 Q4	$4.7M	Buy	+15,919	New	+$4.5M	2.46%	9

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

HawsGoodwin Investment Management's VOO Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q4 2021, buying an estimated $1.58M and bringing the position to 36,812 shares worth $16.1M. The position accounts for 4.68% of the portfolio, ranked #4.

HawsGoodwin Investment Management first reported a position in VOO in Q4 2019 and has held it in 9 quarters since. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

HawsGoodwin Investment Management held 36,812 shares of Vanguard S&P 500 ETF worth $16.1M as of Q4 2021.
HawsGoodwin Investment Management bought 3,750 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $1.58M.
Vanguard S&P 500 ETF made up 4.68% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #4 holding.
HawsGoodwin Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 9 quarters since.
2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.