SHJ
VOO icon

Sharkey, Howes & Javer’s Vanguard S&P 500 ETF VOO Stock Holding History

Sharkey, Howes & Javer’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 		$4.87M Buy
7,088
+73
+1% +$48.7K 0.59% 30
2026
Q1 		$4.19M Sell
7,015
-135
-2% -$84.4K 0.56% 32
2025
Q4 		$4.48M Sell
7,150
-459
-6% -$285K 0.57% 31
2025
Q3 		$4.66M Sell
7,609
-3,739
-33% -$2.2M 0.6% 32
2025
Q2 		$6.45M Sell
11,348
-10,803
-49% -$5.68M 0.86% 28
2025
Q1 		$11.4M Sell
22,151
-3,622
-14% -$1.96M 1.63% 14
2024
Q4 		$13.9M Buy
25,773
+970
+4% +$525K 1.95% 12
2024
Q3 		$13.1M Sell
24,803
-2,418
-9% -$1.23M 1.86% 14
2024
Q2 		$13.6M Sell
27,221
-4,565
-14% -$2.2M 2.2% 9
2024
Q1 		$15.3M Sell
31,786
-6,237
-16% -$2.85M 2.5% 7
2023
Q4 		$16.6M Buy
38,023
+7,212
+23% +$2.95M 2.93% 7
2023
Q3 		$12.1M Buy
30,811
+6,170
+25% +$2.52M 2.32% 10
2023
Q2 		$10M Buy
24,641
+15,056
+157% +$5.81M 1.9% 13
2023
Q1 		$3.6M Buy
9,585
+6,492
+210% +$2.38M 0.77% 26
2022
Q4 		$1.09M Buy
3,093
+1,440
+87% +$509K 0.25% 51
2022
Q3 		$543K Buy
+1,653
New +$604K 0.12% 72
2019
Q3 		– Sell
-191
Closed -$51K – 179
2019
Q2 		$51K Hold
191
– – 0.02% 111
2019
Q1 		$50K Hold
191
– – 0.02% 111
2018
Q4 		$44K Hold
191
– – 0.03% 108
2018
Q3 		$51K Hold
191
– – 0.03% 111
2018
Q2 		$48K Hold
191
– – 0.03% 104
2018
Q1 		$46K Hold
191
– – 0.03% 96
2017
Q4 		$47K Hold
191
– – 0.03% 93
2017
Q3 		$45K Hold
191
– – 0.02% 94
2017
Q2 		$42K Hold
191
– – 0.02% 93
2017
Q1 		$41K Hold
191
– – 0.02% 103
2016
Q4 		$39K Buy
+191
New +$38.3K 0.02% 108

Other funds holding VOO

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
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return