Ahrens Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$65.1K	Buy	+173	New	+$63.4K	0.03%	279
2022 Q3	–	Sell	-177	Closed	-$61K	–	889
2022 Q2	$61K	Sell	177 -93	-34%	-$35K	0.03%	303
2022 Q1	$112K	Buy	270 +93	+53%	+$38.1K	0.04%	252
2021 Q4	$77K	Buy	+177	New	+$74.7K	0.03%	334

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Ahrens Investment Partners's VOO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2023: 173 shares worth $65.1K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VOO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $112K in Q1 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Ahrens Investment Partners held 173 shares of Vanguard S&P 500 ETF worth $65.1K as of Q1 2023.
Vanguard S&P 500 ETF was a new Ahrens Investment Partners position in Q1 2023.
Vanguard S&P 500 ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #279 holding.
Ahrens Investment Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Vanguard S&P 500 ETF position peaked at $112K in Q1 2022.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.