AFS Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

AFS Financial Group’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
2024 Q1	–	Sell	-4,074	Closed	-$1.78M	–	52
2023 Q4	$1.78M	Buy	4,074 +3	+0.1%	+$1.23K	1.67%	11
2023 Q3	$1.6M	Buy	4,071 +2	+0%	+$818	1.09%	20
2023 Q2	$1.66M	Sell	4,069 -1,435	-26%	-$554K	1.07%	18
2023 Q1	$2.07M	Buy	5,504 +1,306	+31%	+$479K	1.38%	12
2022 Q4	$1.47M	Buy	+4,198	New	+$1.48M	1.05%	22

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS Financial Group's VOO Position: Q1 2024 in Review

AFS Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 4,074 shares — an estimated $1.78M sold.

AFS Financial Group first reported a position in VOO in Q4 2022 and held it in 5 quarters. The position peaked at $2.07M in Q1 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

AFS Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
AFS Financial Group sold 4,074 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $1.78M.
AFS Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 5 quarters.
AFS Financial Group's Vanguard S&P 500 ETF position peaked at $2.07M in Q1 2023.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.