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Accurate Investment Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-175
Closed -$41K – 388
2020
Q1 		$41K Buy
+175
New +$49K 0.03% 209
2018
Q3 		– Sell
-306
Closed -$77K – 521
2018
Q2 		$77K Sell
306
-49
-14% -$12.2K 0.06% 117
2018
Q1 		$86K Buy
355
+99
+39% +$24.8K 0.07% 100
2017
Q4 		$63K Buy
256
+2
+0.8% +$478 0.05% 120
2017
Q3 		$59K Buy
+254
New +$57.5K 0.04% 129

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Accurate Investment Solutions's VOO Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q2 2020, closing a stake of 175 shares — an estimated $41K sold.

Accurate Investment Solutions first reported a position in VOO in Q3 2017 and held it in 5 quarters. The position peaked at $86K in Q1 2018. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Vanguard S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 175 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $41K.
  • Accurate Investment Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's Vanguard S&P 500 ETF position peaked at $86K in Q1 2018.
  • 1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.