9WM
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9258 Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

9258 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
Q3 		$2.19M Sell
4,149
-161
-4% -$81.8K 0.32% 62
2024
Q2 		$2.16M Sell
4,310
-21
-0.5% -$10.1K 0.33% 60
2024
Q1 		$2.08M Buy
4,331
+57
+1% +$26.1K 0.32% 64
2023
Q4 		$1.87M Sell
4,274
-167
-4% -$68.4K 0.33% 64
2023
Q3 		$1.74M Sell
4,441
-13
-0.3% -$5.32K 0.34% 62
2023
Q2 		$1.81M Sell
4,454
-1,202
-21% -$464K 0.34% 62
2023
Q1 		$2.13M Sell
5,656
-145
-2% -$53.2K 0.43% 51
2022
Q4 		$2.04M Sell
5,801
-212
-4% -$74.9K 0.44% 55
2022
Q3 		$1.97M Sell
6,013
-1,030
-15% -$376K 0.5% 46
2022
Q2 		$2.44M Sell
7,043
-814
-10% -$307K 0.63% 34
2022
Q1 		$3.26M Buy
7,857
+589
+8% +$241K 0.76% 23
2021
Q4 		$3.17M Buy
7,268
+2,223
+44% +$938K 0.73% 24
2021
Q3 		$1.99M Buy
5,045
+1,013
+25% +$411K 0.53% 34
2021
Q2 		$1.59M Sell
4,032
-4,713
-54% -$1.81M 0.43% 44
2021
Q1 		$3.19M Buy
8,745
+3,258
+59% +$1.16M 0.96% 19
2020
Q4 		$1.89M Sell
5,487
-40
-0.7% -$13K 0.61% 28
2020
Q3 		$1.66M Sell
5,527
-86
-2% -$26.2K 0.63% 26
2020
Q2 		$1.59M Sell
5,613
-144
-3% -$38.8K 0.64% 27
2020
Q1 		$1.52M Buy
5,757
+290
+5% +$81.3K 0.67% 28
2019
Q4 		$1.62M Buy
5,467
+856
+19% +$242K 0.59% 33
2019
Q3 		$1.26M Sell
4,611
-66
-1% -$17.9K 0.98% 26
2019
Q2 		$1.26M Sell
4,677
-85
-2% -$22.5K 1.01% 25
2019
Q1 		$1.24M Sell
4,762
-2,320
-33% -$580K 1.05% 30
2018
Q4 		$1.63M Buy
+7,082
New +$1.75M 1.57% 8

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

9258 Wealth Management's VOO Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q3 2024, selling an estimated $81.8K and leaving 4,149 shares worth $2.19M. The position accounts for 0.32% of the portfolio, ranked #62.

9258 Wealth Management first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.26M in Q1 2022. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • 9258 Wealth Management held 4,149 shares of Vanguard S&P 500 ETF worth $2.19M as of Q3 2024.
  • 9258 Wealth Management sold 161 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $81.8K.
  • Vanguard S&P 500 ETF made up 0.32% of 9258 Wealth Management's portfolio in Q3 2024, its #62 holding.
  • 9258 Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Vanguard S&P 500 ETF position peaked at $3.26M in Q1 2022.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.