HC Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

HC Advisors’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
2024 Q2	–	Sell	-2,465	Closed	-$1.18M	–	85
2024 Q1	$1.18M	Hold	2,465	–	–	0.56%	35
2023 Q4	$1.08M	Buy	2,465 +430	+21%	+$176K	0.6%	36
2023 Q3	$799K	Buy	2,035 +200	+11%	+$81.8K	0.48%	40
2023 Q2	$747K	Sell	1,835 -140	-7%	-$54K	0.43%	40
2023 Q1	$743K	Sell	1,975 -13	-0.7%	-$4.77K	0.46%	39
2022 Q4	$698K	Hold	1,988	–	–	0.48%	40
2022 Q3	$653K	Hold	1,988	–	–	0.45%	43
2022 Q2	$690K	Sell	1,988 -2	-0.1%	-$753	0.49%	40
2022 Q1	$826K	Sell	1,990 -700	-26%	-$287K	0.52%	39
2021 Q4	$1.17M	Hold	2,690	–	–	0.72%	30
2021 Q3	$1.06M	Buy	2,690 +3	+0.1%	+$1.22K	0.7%	28
2021 Q2	$1.06M	Buy	2,687 +139	+5%	+$53.4K	0.65%	28
2021 Q1	$928K	Hold	2,548	–	–	0.6%	29
2020 Q4	$876K	Hold	2,548	–	–	0.6%	28
2020 Q3	$784K	Sell	2,548 -400	-14%	-$122K	0.63%	27
2020 Q2	$836K	Buy	+2,948	New	+$793K	0.69%	31

Other funds holding VOO

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

HC Advisors's VOO Position: Q2 2024 in Review

HC Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 2,465 shares — an estimated $1.18M sold.

HC Advisors first reported a position in VOO in Q2 2020 and held it in 16 quarters. The position peaked at $1.18M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

HC Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 2,465 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $1.18M.
HC Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 16 quarters.
HC Advisors's Vanguard S&P 500 ETF position peaked at $1.18M in Q1 2024.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.