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Taylor Hoffman Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Taylor Hoffman Wealth Management’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
2024
Q2 		$2.4M Buy
4,786
+332
+7% +$160K 0.98% 35
2024
Q1 		$2.14M Sell
4,454
-117
-3% -$53.5K 0.91% 35
2023
Q4 		$2M Sell
4,571
-154
-3% -$63K 0.9% 35
2023
Q3 		$1.86M Sell
4,725
-8
-0.2% -$3.27K 0.96% 33
2023
Q2 		$1.93M Sell
4,733
-98
-2% -$37.8K 0.96% 33
2023
Q1 		$1.82M Sell
4,831
-336
-7% -$123K 1% 33
2022
Q4 		$1.82M Sell
5,167
-5,679
-52% -$2.01M 1.11% 34
2022
Q3 		$3.56M Buy
10,846
+40
+0.4% +$14.6K 1.87% 10
2022
Q2 		$3.79M Sell
10,806
-34
-0.3% -$12.8K 1.86% 10
2022
Q1 		$4.5M Buy
10,840
+710
+7% +$291K 1.8% 12
2021
Q4 		$4.42M Buy
10,130
+1
+0% +$422 1.68% 14
2021
Q3 		$4.04M Buy
10,129
+257
+3% +$104K 1.73% 14
2021
Q2 		$3.88M Sell
9,872
-63
-0.6% -$24.2K 1.67% 13
2021
Q1 		$3.62M Buy
9,935
+666
+7% +$236K 1.66% 15
2020
Q4 		$3.19M Buy
9,269
+647
+8% +$211K 1.63% 15
2020
Q3 		$2.65M Sell
8,622
-1,398
-14% -$426K 1.56% 15
2020
Q2 		$2.84M Sell
10,020
-366
-4% -$98.5K 1.78% 7
2020
Q1 		$2.46M Buy
10,386
+2,476
+31% +$694K 2.36% 6
2019
Q4 		$2.34M Buy
7,910
+1,054
+15% +$298K 1.51% 16
2019
Q3 		$1.87M Buy
6,856
+1,189
+21% +$323K 1.33% 21
2019
Q2 		$1.52M Buy
5,667
+1,169
+26% +$309K 1.23% 24
2019
Q1 		$1.17M Buy
4,498
+1,936
+76% +$484K 0.86% 34
2018
Q4 		$589K Buy
2,562
+1,149
+81% +$285K 0.53% 53
2018
Q3 		$377K Buy
1,413
+129
+10% +$33.8K 0.3% 75
2018
Q2 		$320K Buy
1,284
+284
+28% +$70.5K 0.28% 81
2018
Q1 		$242K Buy
1,000
+597
+148% +$150K 0.22% 87
2017
Q4 		$99K Buy
+403
New +$96.3K 0.09% 126

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Hoffman Wealth Management's VOO Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.5% in Q2 2024, buying an estimated $160K and bringing the position to 4,786 shares worth $2.4M. The position accounts for 0.98% of the portfolio, ranked #35.

Taylor Hoffman Wealth Management first reported a position in VOO in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.5M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Taylor Hoffman Wealth Management held 4,786 shares of Vanguard S&P 500 ETF worth $2.4M as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 332 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $160K.
  • Vanguard S&P 500 ETF made up 0.98% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #35 holding.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Vanguard S&P 500 ETF position peaked at $4.5M in Q1 2022.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.