HAS
HBW Advisory Services’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 | $45.8M | Buy |
80,606
+1,182
| +1% | +$671K | 5.65% | 1 |
|
|
2025
Q1 | $40.8M | Sell |
79,424
-2,169
| -3% | -$1.11M | 5.8% | 1 |
|
|
2024
Q4 | $44M | Buy |
81,593
+2,434
| +3% | +$1.31M | 4.51% | 2 |
|
|
2024
Q3 | $41.8M | Buy |
79,159
+5,105
| +7% | +$2.69M | 6.11% | 1 |
|
|
2024
Q2 | $37M | Buy |
74,054
+4,485
| +6% | +$2.24M | 6.15% | 1 |
|
|
2024
Q1 | $30.4M | Hold |
69,569
| – | – | 5.68% | 2 |
|
|
2023
Q4 | $30.4M | Buy |
69,569
+2,929
| +4% | +$1.28M | 5.68% | 2 |
|
|
2023
Q3 | $26.2M | Buy |
66,640
+479
| +0.7% | +$188K | 5.46% | 2 |
|
|
2023
Q2 | $26.9M | Buy |
+66,161
| New | +$26.9M | 5.84% | 2 |
|
|
2023
Q1 | – | Sell |
-59,851
| Closed | -$55K | – | 293 |
|
|
2022
Q4 | $55K | Buy |
59,851
+10,706
| +22% | +$9.84K | 0.01% | 250 |
|
|
2022
Q3 | $16.1M | Buy |
49,145
+3,516
| +8% | +$1.15M | 4.5% | 2 |
|
|
2022
Q2 | $15.8M | Buy |
45,629
+4,879
| +12% | +$1.69M | 4.09% | 3 |
|
|
2022
Q1 | $16.9M | Buy |
40,750
+1,733
| +4% | +$719K | 5.94% | 1 |
|
|
2021
Q4 | $17M | Buy |
39,017
+2,496
| +7% | +$1.09M | 3.95% | 2 |
|
|
2021
Q3 | $14.4M | Buy |
36,521
+770
| +2% | +$304K | 3.72% | 1 |
|
|
2021
Q2 | $14.1M | Buy |
35,751
+504
| +1% | +$198K | 3.7% | 1 |
|
|
2021
Q1 | $12.8M | Buy |
35,247
+2,893
| +9% | +$1.05M | 3.42% | 1 |
|
|
2020
Q4 | $11.1M | Buy |
32,354
+4,974
| +18% | +$1.71M | 3.38% | 1 |
|
|
2020
Q3 | $8.42M | Buy |
27,380
+6,942
| +34% | +$2.14M | 3.46% | 1 |
|
|
2020
Q2 | $5.79M | Buy |
20,438
+4,560
| +29% | +$1.29M | 2.69% | 2 |
|
|
2020
Q1 | $4M | Buy |
15,878
+828
| +6% | +$209K | 2.89% | 6 |
|
|
2019
Q4 | $4.49M | Buy |
+15,050
| New | +$4.49M | 2.62% | 4 |
|