Ackerman Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Ackerman Capital Advisors’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 Q1	–	Sell	-1,000	Closed	-$296K	–	202
2019 Q4	$296K	Hold	1,000	–	–	0.09%	155
2019 Q3	$273K	Hold	1,000	–	–	0.09%	111
2019 Q2	$269	Hold	1,000	–	–	﹤0.01%	139
2019 Q1	$260	Hold	1,000	–	–	﹤0.01%	139
2018 Q4	$230	Buy	+1,000	New	+$248K	0.02%	127
2018 Q1	$245K	Sell	1,000 -3,656	-79%	-$917K	0.1%	74
2017 Q4	$1.07M	Buy	+4,656	New	+$1.11M	0.46%	30
2017 Q2	$1.66M	Buy	+7,456	New	+$1.64M	0.69%	27

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Ackerman Capital Advisors's VOO Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2020, closing a stake of 1,000 shares — an estimated $296K sold.

Ackerman Capital Advisors first reported a position in VOO in Q2 2017 and held it in 8 quarters. The position peaked at $1.66M in Q2 2017. 1,336 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

Ackerman Capital Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 1,000 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $296K.
Ackerman Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and held it in 8 quarters.
Ackerman Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.66M in Q2 2017.
1,336 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.