HBW
Hazlett, Burt & Watson’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 | $502K | Sell |
883
-2,485
| -74% | -$1.41M | 0.21% | 109 |
|
|
2025
Q1 | $1.73M | Buy |
3,368
+2,173
| +182% | +$1.12M | 0.78% | 29 |
|
|
2024
Q4 | $645K | Buy |
1,195
+541
| +83% | +$292K | 0.29% | 80 |
|
|
2024
Q3 | $346K | Hold |
654
| – | – | 0.16% | 137 |
|
|
2024
Q2 | $328K | Sell |
654
-40
| -6% | -$20.1K | 0.17% | 125 |
|
|
2024
Q1 | $334K | Hold |
694
| – | – | 0.2% | 107 |
|
|
2023
Q4 | $303K | Buy |
694
+135
| +24% | +$58.9K | 0.2% | 105 |
|
|
2023
Q3 | $220K | Buy |
559
+289
| +107% | +$114K | 0.16% | 135 |
|
|
2023
Q2 | $109K | Buy |
270
+205
| +315% | +$82.8K | 0.08% | 198 |
|
|
2023
Q1 | $24K | Hold |
65
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $23K | Buy |
65
+1
| +2% | +$354 | 0.02% | 368 |
|
|
2022
Q3 | $21K | Sell |
64
-70
| -52% | -$23K | 0.02% | 371 |
|
|
2022
Q2 | $46K | Buy |
134
+64
| +91% | +$22K | 0.04% | 281 |
|
|
2022
Q1 | $29K | Buy |
+70
| New | +$29K | 0.02% | 354 |
|