Hhm Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$172.79 - $190.36 $16,069 - $17,703	-93 Reduced 35.5%	169 $31,000
Q4 2022 Jan 19, 2023	SELL	$162.98 - $185.93 $7,823 - $8,924	-48 Reduced 15.48%	262 $0
Q1 2022 Apr 27, 2022	SELL	$191.25 - $221.63 $66,937 - $77,570	-350 Reduced 53.03%	310 $65,000
Q4 2021 Feb 03, 2022	SELL	$200.26 - $221.75 $8,410 - $9,313	-42 Reduced 5.98%	660 $146,000
Q3 2021 Nov 02, 2021	SELL	$199.12 - $212.29 $2,986 - $3,184	-15 Reduced 2.09%	702 $141,000
Q2 2021 Jul 27, 2021	SELL	$187.36 - $200.75 $28,104 - $30,112	-150 Reduced 17.3%	717 $144,000
Q3 2020 Nov 12, 2020	SELL	$144.11 - $166.66 $8,646 - $9,999	-60 Reduced 6.47%	867 $136,000
Q1 2020 May 12, 2020	BUY	$102.61 - $156.13 $95,119 - $144,732	927 New	927 $110,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.82 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$947 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$862 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.