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AFG Fiduciary Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

AFG Fiduciary Services’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
2022
Q3 		– Sell
-961
Closed -$130K – 90
2022
Q2 		$130K Buy
+961
New +$137K 0.11% 75

Other funds holding VOOV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFG Fiduciary Services's VOOV Position: Q3 2022 in Review

AFG Fiduciary Services sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 961 shares — an estimated $130K sold.

AFG Fiduciary Services first reported a position in VOOV in Q2 2022 and held it in 1 quarter. The position peaked at $130K in Q2 2022. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

  • AFG Fiduciary Services reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • AFG Fiduciary Services sold 961 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $130K.
  • AFG Fiduciary Services first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and held it in 1 quarter.
  • AFG Fiduciary Services's Vanguard S&P 500 Value ETF position peaked at $130K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on AFG Fiduciary Services's 13F filing for Q3 2022, filed 15 Nov 2022.