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Hobart Private Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Hobart Private Capital’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 		$457K Buy
665
+64
+11% +$42.7K 0.08% 98
2026
Q1 		$359K Hold
601
– – 0.07% 97
2025
Q4 		$377K Buy
601
+203
+51% +$126K 0.07% 99
2025
Q3 		$244K Hold
398
– – 0.05% 112
2025
Q2 		$226K Hold
398
– – 0.05% 109
2025
Q1 		$205K Sell
398
-217
-35% -$117K 0.05% 96
2024
Q4 		$331K Buy
615
+154
+33% +$83.4K 0.08% 77
2024
Q3 		$243K Buy
+461
New +$234K 0.06% 75
2023
Q1 		– Sell
-756
Closed -$266K – 55
2022
Q4 		$266K Sell
756
-78
-9% -$27.6K 0.18% 31
2022
Q3 		$274K Sell
834
-46
-5% -$16.8K 0.2% 31
2022
Q2 		$305K Sell
880
-30
-3% -$11.3K 0.14% 29
2022
Q1 		$378K Hold
910
– – 0.15% 27
2021
Q4 		$397K Sell
910
-68
-7% -$28.7K 0.15% 30
2021
Q3 		$386K Sell
978
-1,988
-67% -$807K 0.15% 78
2021
Q2 		$1.17M Sell
2,966
-304
-9% -$117K 0.48% 24
2021
Q1 		$1.19M Sell
3,270
-109
-3% -$38.7K 0.49% 27
2020
Q4 		$1.16M Sell
3,379
-57
-2% -$18.6K 0.51% 25
2020
Q3 		$1.06M Sell
3,436
-71
-2% -$21.6K 0.55% 26
2020
Q2 		$994K Sell
3,507
-1,073
-23% -$289K 0.56% 41
2020
Q1 		$1.08M Buy
4,580
+13
+0.3% +$3.64K 0.74% 36
2019
Q4 		$1.35M Buy
4,567
+117
+3% +$33.1K 0.83% 32
2019
Q3 		$1.21M Buy
4,450
+285
+7% +$77.4K 0.83% 35
2019
Q2 		$1.12M Sell
4,165
-18
-0.4% -$4.76K 0.78% 40
2019
Q1 		$1.09M Buy
4,183
+234
+6% +$58.5K 0.82% 44
2018
Q4 		$907K Buy
3,949
+1,391
+54% +$345K 0.78% 43
2018
Q3 		$683K Buy
2,558
+326
+15% +$85.3K 0.52% 55
2018
Q2 		$557K Buy
2,232
+340
+18% +$84.4K 0.45% 67
2018
Q1 		$458K Sell
1,892
-166
-8% -$41.7K 0.4% 75
2017
Q4 		$505K Buy
+2,058
New +$492K 0.45% 72

Other funds holding VOO

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 $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return