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Aevitas Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-200
Closed -$51K – 339
2019
Q1 		$51K Buy
200
+25
+14% +$6.25K 0.05% 188
2018
Q4 		$40K Hold
175
– – 0.04% 197
2018
Q3 		$47K Sell
175
-150
-46% -$39.3K 0.04% 205
2018
Q2 		$81K Buy
+325
New +$80.7K 0.08% 147

Other funds holding VOO

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's VOO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2019, closing a stake of 200 shares — an estimated $51K sold.

Aevitas Wealth Management first reported a position in VOO in Q2 2018 and held it in 4 quarters. The position peaked at $81K in Q2 2018. 1,115 funds tracked by Wall St. Rank hold VOO as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 Vanguard S&P 500 ETF shares in Q2 2019, an estimated $51K.
  • Aevitas Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Vanguard S&P 500 ETF position peaked at $81K in Q2 2018.
  • 1,115 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.