360 Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

360 Financial’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 Q4	–	Sell	-1,129	Closed	-$443K	–	90
2023 Q3	$443K	Hold	1,129	–	–	0.28%	40
2023 Q2	$460K	Hold	1,129	–	–	0.24%	51
2023 Q1	$425K	Hold	1,129	–	–	0.22%	56
2022 Q4	$371K	Hold	1,129	–	–	0.24%	52
2022 Q3	$371K	Hold	1,129	–	–	0.24%	52
2022 Q2	$410K	Hold	1,129	–	–	0.25%	46
2022 Q1	$474K	Hold	1,129	–	–	0.23%	53
2021 Q4	$493K	Hold	1,129	–	–	0.22%	49
2021 Q3	$445K	Hold	1,129	–	–	0.23%	49
2021 Q2	$444K	Hold	1,129	–	–	0.23%	54
2021 Q1	$411K	Hold	1,129	–	–	0.23%	47
2020 Q4	$388K	Sell	1,129 -917	-45%	-$299K	0.23%	49
2020 Q3	$630K	Hold	2,046	–	–	0.44%	30
2020 Q2	$590K	Hold	2,046	–	–	0.49%	30
2020 Q1	$485K	Buy	2,046 +1,387	+210%	+$389K	0.51%	30
2019 Q4	$203K	Buy	+659	New	+$186K	0.15%	63

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

360 Financial's VOO Position: Q4 2023 in Review

360 Financial sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 1,129 shares — an estimated $443K sold.

360 Financial first reported a position in VOO in Q4 2019 and held it in 16 quarters. The position peaked at $630K in Q3 2020. 2,664 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

360 Financial reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
360 Financial sold 1,129 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $443K.
360 Financial first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 16 quarters.
360 Financial's Vanguard S&P 500 ETF position peaked at $630K in Q3 2020.
2,664 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on 360 Financial's 13F filing for Q4 2023, filed 13 Feb 2024.