KHC
VOO icon

Koesten Hirschmann & Crabtree’s Vanguard S&P 500 ETF VOO Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-58
Closed -$21.8K – 253
2023
Q1 		$21.8K Buy
+58
New +$21.3K 0.02% 96

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VOO Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 58 shares — an estimated $21.8K sold.

Koesten Hirschmann & Crabtree first reported a position in VOO in Q1 2023 and held it in 1 quarter. The position peaked at $21.8K in Q1 2023. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 58 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $21.8K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Vanguard S&P 500 ETF position peaked at $21.8K in Q1 2023.
  • 2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.