Hochman Cole Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Hochman Cole Investment 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
2021 Q3	$2.04M	Sell	5,164 -35	-0.7%	-$14.2K	0.8%	30
2021 Q2	$2.05M	Buy	5,199 +174	+3%	+$66.8K	0.82%	29
2021 Q1	$1.83M	Sell	5,025 -41	-0.8%	-$14.5K	0.77%	31
2020 Q4	$1.74M	Buy	5,066 +882	+21%	+$288K	0.75%	28
2020 Q3	$1.29M	Buy	4,184 +167	+4%	+$50.9K	0.63%	32
2020 Q2	$1.14M	Sell	4,017 -1,147	-22%	-$309K	0.63%	35
2020 Q1	$1.22M	Buy	5,164 +3,660	+243%	+$1.03M	0.84%	29
2019 Q4	$445K	Sell	1,504 -37	-2%	-$10.5K	0.24%	70
2019 Q3	$420K	Buy	1,541 +48	+3%	+$13K	0.26%	66
2019 Q2	$402K	Sell	1,493 -321	-18%	-$84.9K	0.24%	75
2019 Q1	$471K	Buy	1,814 +507	+39%	+$127K	0.28%	70
2018 Q4	$300K	Buy	1,307 +387	+42%	+$95.9K	0.21%	84
2018 Q3	$246K	Buy	+920	New	+$241K	0.15%	94

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

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

Hochman Cole Investment Advisors's VOO Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.67% in Q3 2021, selling an estimated $14.2K and leaving 5,164 shares worth $2.04M. The position accounts for 0.8% of the portfolio, ranked #30.

Hochman Cole Investment Advisors first reported a position in VOO in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.05M in Q2 2021. 1,794 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Hochman Cole Investment Advisors held 5,164 shares of Vanguard S&P 500 ETF worth $2.04M as of Q3 2021.
Hochman Cole Investment Advisors sold 35 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $14.2K.
Vanguard S&P 500 ETF made up 0.8% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #30 holding.
Hochman Cole Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 13 quarters since.
Hochman Cole Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.05M in Q2 2021.
1,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.