Hayden Royal’s Vanguard S&P 500 ETF VOO Stock Holding History

Hayden Royal’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 Q3	–	Sell	-1,135	Closed	-$448K	–	203
2021 Q2	$448K	Sell	1,135 -10	-0.9%	-$3.84K	0.25%	91
2021 Q1	$417K	Buy	+1,145	New	+$406K	0.24%	97
2020 Q2	–	Sell	-1,702	Closed	-$403K	–	260
2020 Q1	$403K	Buy	1,702 +865	+103%	+$242K	0.24%	110
2019 Q4	$259K	Sell	837 -797	-49%	-$225K	0.13%	170
2019 Q3	$445K	Sell	1,634 -44	-3%	-$11.9K	0.39%	84
2019 Q2	$461K	Sell	1,678 -352	-17%	-$93.1K	0.49%	63
2019 Q1	$527K	Sell	2,030 -5,540	-73%	-$1.38M	0.69%	48
2018 Q4	$1.74M	Buy	+7,570	New	+$1.88M	0.89%	30

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hayden Royal's VOO Position: Q3 2021 in Review

Hayden Royal sold out of Vanguard S&P 500 ETF (VOO) in Q3 2021, closing a stake of 1,135 shares — an estimated $448K sold.

Hayden Royal first reported a position in VOO in Q4 2018 and held it in 8 quarters. The position peaked at $1.74M in Q4 2018. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Hayden Royal reported no remaining Vanguard S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 1,135 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $448K.
Hayden Royal first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 8 quarters.
Hayden Royal's Vanguard S&P 500 ETF position peaked at $1.74M in Q4 2018.
1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.