HHM Wealth Advisors’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 | $1.51M | Sell |
2,667
-41
| -2% | -$23.3K | 0.18% | 53 |
|
|
2025
Q1 | $1.39M | Buy |
2,708
+49
| +2% | +$25.2K | 0.19% | 52 |
|
|
2024
Q4 | $1.43M | Sell |
2,659
-447
| -14% | -$241K | 0.19% | 56 |
|
|
2024
Q3 | $1.64M | Buy |
3,106
+10
| +0.3% | +$5.28K | 0.23% | 43 |
|
|
2024
Q2 | $1.55M | Buy |
3,096
+313
| +11% | +$157K | 0.23% | 45 |
|
|
2024
Q1 | $1.34M | Buy |
2,783
+19
| +0.7% | +$9.13K | 0.22% | 43 |
|
|
2023
Q4 | $1.21M | Sell |
2,764
-12
| -0.4% | -$5.24K | 0.21% | 41 |
|
|
2023
Q3 | $1.09M | Buy |
2,776
+1
| +0% | +$393 | 0.21% | 37 |
|
|
2023
Q2 | $1.13M | Sell |
2,775
-1
| -0% | -$407 | 0.21% | 36 |
|
|
2023
Q1 | $1.04M | Buy |
2,776
+772
| +39% | +$290K | 0.21% | 35 |
|
|
2022
Q4 | $704K | Buy |
2,004
+303
| +18% | +$106K | 0.16% | 49 |
|
|
2022
Q3 | $559K | Buy |
1,701
+1
| +0.1% | +$329 | 0.15% | 49 |
|
|
2022
Q2 | $590K | Buy |
1,700
+1
| +0.1% | +$347 | 0.15% | 56 |
|
|
2022
Q1 | $705K | Buy |
1,699
+1
| +0.1% | +$415 | 0.16% | 53 |
|
|
2021
Q4 | $741K | Buy |
1,698
+2
| +0.1% | +$873 | 0.18% | 49 |
|
|
2021
Q3 | $669K | Sell |
1,696
-312
| -16% | -$123K | 0.18% | 54 |
|
|
2021
Q2 | $790K | Buy |
2,008
+418
| +26% | +$164K | 0.21% | 41 |
|
|
2021
Q1 | $579K | Buy |
1,590
+1,271
| +398% | +$463K | 0.18% | 56 |
|
|
2020
Q4 | $109K | Buy |
319
+3
| +0.9% | +$1.03K | 0.04% | 160 |
|
|
2020
Q3 | $97K | Buy |
316
+2
| +0.6% | +$614 | 0.04% | 152 |
|
|
2020
Q2 | $89K | Hold |
314
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $74K | Sell |
314
-883
| -74% | -$208K | 0.04% | 160 |
|
|
2019
Q4 | $354K | Buy |
1,197
+3
| +0.3% | +$887 | 0.17% | 55 |
|
|
2019
Q3 | $326K | Buy |
1,194
+309
| +35% | +$84.4K | 0.19% | 56 |
|
|
2019
Q2 | $238K | Hold |
885
| – | – | 0.14% | 65 |
|
|
2019
Q1 | $230K | Hold |
885
| – | – | 0.15% | 62 |
|
|
2018
Q4 | $203K | Buy |
+885
| New | +$203K | 0.15% | 59 |
|