Hhm Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,659 shares of VOO stock, worth $1.47 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,659

Previous 3,106 14.39%

Holding current value

$1.47 Million

Previous $1.64 Million 12.58%

% of portfolio

0.2%

Previous 0.24%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $233,262 - $249,792	-447 Reduced 14.39%	2,659 $1.43 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $4,752 - $5,277	10 Added 0.32%	3,106 $1.64 Million
Q2 2024 Aug 07, 2024	BUY	$455.1 - $504.28 $142,446 - $157,839	313 Added 11.25%	3,096 $1.55 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $8,159 - $9,145	19 Added 0.69%	2,783 $1.34 Million
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $4,527 - $5,258	-12 Reduced 0.43%	2,764 $1.21 Million
Q3 2023 Nov 03, 2023	BUY	$392.7 - $420.68 $392 - $420	1 Added 0.04%	2,776 $1.09 Million
Q2 2023 Aug 11, 2023	SELL	$371.44 - $407.28 $371 - $407	-1 Reduced 0.04%	2,775 $1.13 Million
Q1 2023 May 02, 2023	BUY	$348.66 - $382.94 $269,165 - $295,629	772 Added 38.52%	2,776 $1.04 Million
Q4 2022 Jan 19, 2023	BUY	$327.64 - $374.54 $99,274 - $113,485	303 Added 17.81%	2,004 $0
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $328 - $395	1 Added 0.06%	1,701 $559,000
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $337 - $419	1 Added 0.06%	1,700 $590,000
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $382 - $439	1 Added 0.06%	1,699 $705,000
Q4 2021 Feb 03, 2022	BUY	$394.21 - $439.01 $788 - $878	2 Added 0.12%	1,698 $741,000
Q3 2021 Nov 02, 2021	SELL	$390.68 - $416.73 $121,892 - $130,019	-312 Reduced 15.54%	1,696 $669,000
Q2 2021 Jul 27, 2021	BUY	$368.16 - $394.32 $153,890 - $164,825	418 Added 26.29%	2,008 $790,000
Q1 2021 Apr 23, 2021	BUY	$339.03 - $365.24 $430,907 - $464,220	1,271 Added 398.43%	1,590 $579,000
Q4 2020 Jan 28, 2021	BUY	$299.82 - $343.69 $899 - $1,031	3 Added 0.95%	319 $109,000
Q3 2020 Nov 12, 2020	BUY	$285.37 - $328.74 $570 - $657	2 Added 0.64%	316 $97,000
Q1 2020 May 12, 2020	SELL	$204.27 - $310.92 $180,370 - $274,542	-883 Reduced 73.77%	314 $74,000
Q4 2019 Feb 12, 2020	BUY	$264.57 - $296.67 $793 - $890	3 Added 0.25%	1,197 $354,000
Q3 2019 Nov 13, 2019	BUY	$260.57 - $277.38 $80,516 - $85,710	309 Added 34.92%	1,194 $326,000
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $190,336 - $237,392	885 New	885 $203,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Hhm Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History