Accel Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Accel Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-292	Closed	-$42.8K	–	850
2023 Q1	$42.8K	Hold	292	–	–	0.02%	515
2022 Q4	$40.9K	Hold	292	–	–	0.02%	391
2022 Q3	$38K	Hold	292	–	–	0.02%	427
2022 Q2	$39K	Hold	292	–	–	0.02%	400
2022 Q1	$44K	Sell	292 -305	-51%	-$45.4K	0.02%	398
2021 Q4	$90K	Hold	597	–	–	0.04%	277
2021 Q3	$84K	Hold	597	–	–	0.05%	248
2021 Q2	$85K	Sell	597 -50	-8%	-$7.13K	0.06%	257
2021 Q1	$88K	Hold	647	–	–	0.07%	234
2020 Q4	$80K	Buy	+647	New	+$75.8K	0.07%	229

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Accel Wealth Management's VOOV Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2023, closing a stake of 292 shares — an estimated $42.8K sold.

Accel Wealth Management first reported a position in VOOV in Q4 2020 and held it in 10 quarters. The position peaked at $90K in Q4 2021. 287 funds tracked by Wall St. Rank hold VOOV as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 292 Vanguard S&P 500 Value ETF shares in Q2 2023, an estimated $42.8K.
Accel Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard S&P 500 Value ETF position peaked at $90K in Q4 2021.
287 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.