HB Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.1M | Buy |
169,234
+2,263
| +1% | +$1.29M | 0.76% | 22 |
|
|
2025
Q1 | $85.8M | Buy |
166,971
+11,773
| +8% | +$6.05M | 0.72% | 24 |
|
|
2024
Q4 | $83.6M | Buy |
155,198
+3,771
| +2% | +$2.03M | 0.85% | 18 |
|
|
2024
Q3 | $79.9M | Buy |
151,427
+4,178
| +3% | +$2.2M | 0.86% | 17 |
|
|
2024
Q2 | $73.6M | Buy |
147,249
+5,701
| +4% | +$2.85M | 0.86% | 17 |
|
|
2024
Q1 | $68M | Buy |
141,548
+9,752
| +7% | +$4.69M | 0.86% | 15 |
|
|
2023
Q4 | $57.6M | Buy |
131,796
+70,331
| +114% | +$30.7M | 0.83% | 16 |
|
|
2023
Q3 | $24.1M | Sell |
61,465
-4,119
| -6% | -$1.62M | 0.39% | 29 |
|
|
2023
Q2 | $26.7M | Buy |
65,584
+1,997
| +3% | +$813K | 0.43% | 28 |
|
|
2023
Q1 | $23.9M | Sell |
63,587
-591
| -0.9% | -$222K | 0.41% | 27 |
|
|
2022
Q4 | $22.5M | Buy |
64,178
+1,225
| +2% | +$430K | 0.41% | 28 |
|
|
2022
Q3 | $20.7M | Buy |
62,953
+6,754
| +12% | +$2.22M | 0.44% | 22 |
|
|
2022
Q2 | $19.5M | Sell |
56,199
-25,298
| -31% | -$8.78M | 0.4% | 26 |
|
|
2022
Q1 | $33.8M | Buy |
81,497
+11,634
| +17% | +$4.83M | 0.63% | 18 |
|
|
2021
Q4 | $30.5M | Buy |
+69,863
| New | +$30.5M | 0.61% | 16 |
|