Hoey Investments’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Hoey Investments’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$370	–	403
2024 Q4	$370	Buy	+2	New	+$384	﹤0.01%	340

Other funds holding VOOV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoey Investments's VOOV Position: Q1 2025 in Review

Hoey Investments sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2025, closing a stake of 2 shares — an estimated $370 sold.

Hoey Investments first reported a position in VOOV in Q4 2024 and held it in 1 quarter. The position peaked at $370 in Q4 2024. 392 funds tracked by Wall St. Rank hold VOOV as of Q1 2025.

Hoey Investments reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 2 Vanguard S&P 500 Value ETF shares in Q1 2025, an estimated $370.
Hoey Investments first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and held it in 1 quarter.
Hoey Investments's Vanguard S&P 500 Value ETF position peaked at $370 in Q4 2024.
392 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.