HWA
VOO icon

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

HHM Wealth 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
2026
Q2 		$1.89M Buy
2,751
+33
+1% +$22K 0.19% 50
2026
Q1 		$1.62M Buy
2,718
+32
+1% +$20K 0.19% 51
2025
Q4 		$1.68M Buy
2,686
+9
+0.3% +$5.59K 0.2% 50
2025
Q3 		$1.64M Buy
2,677
+10
+0.4% +$5.89K 0.19% 51
2025
Q2 		$1.51M Sell
2,667
-41
-2% -$21.5K 0.18% 53
2025
Q1 		$1.39M Buy
2,708
+49
+2% +$26.5K 0.19% 52
2024
Q4 		$1.43M Sell
2,659
-447
-14% -$242K 0.19% 56
2024
Q3 		$1.64M Buy
3,106
+10
+0.3% +$5.08K 0.23% 43
2024
Q2 		$1.55M Buy
3,096
+313
+11% +$151K 0.23% 45
2024
Q1 		$1.34M Buy
2,783
+19
+0.7% +$8.7K 0.22% 43
2023
Q4 		$1.21M Sell
2,764
-12
-0.4% -$4.91K 0.21% 41
2023
Q3 		$1.09M Buy
2,776
+1
+0% +$409 0.21% 37
2023
Q2 		$1.13M Sell
2,775
-1
-0% -$386 0.21% 36
2023
Q1 		$1.04M Buy
2,776
+772
+39% +$283K 0.21% 35
2022
Q4 		$704K Buy
2,004
+303
+18% +$107K 0.16% 49
2022
Q3 		$559K Buy
1,701
+1
+0.1% +$365 0.15% 49
2022
Q2 		$590K Buy
1,700
+1
+0.1% +$377 0.15% 56
2022
Q1 		$705K Buy
1,699
+1
+0.1% +$409 0.16% 53
2021
Q4 		$741K Buy
1,698
+2
+0.1% +$844 0.18% 49
2021
Q3 		$669K Sell
1,696
-312
-16% -$127K 0.18% 54
2021
Q2 		$790K Buy
2,008
+418
+26% +$160K 0.21% 41
2021
Q1 		$579K Buy
1,590
+1,271
+398% +$451K 0.18% 56
2020
Q4 		$109K Buy
319
+3
+0.9% +$978 0.04% 160
2020
Q3 		$97K Buy
316
+2
+0.6% +$609 0.04% 152
2020
Q2 		$89K Hold
314
– – 0.04% 159
2020
Q1 		$74K Sell
314
-883
-74% -$247K 0.04% 160
2019
Q4 		$354K Buy
1,197
+3
+0.3% +$849 0.17% 55
2019
Q3 		$326K Buy
1,194
+309
+35% +$83.9K 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 +$219K 0.15% 59

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return