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

Ahrens Investment Partners’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
2023 Q1	$10.1K	Buy	+69	New	+$10.1K	0.01%	626
2022 Q3	–	Sell	-69	Closed	-$9K	–	891
2022 Q2	$9K	Hold	69	–	–	﹤0.01%	676
2022 Q1	$10K	Hold	69	–	–	﹤0.01%	739
2021 Q4	$10K	Buy	+69	New	+$10.2K	﹤0.01%	760

Other funds holding VOOV

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

Ahrens Investment Partners opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2023: 69 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VOOV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VOOV in Q4 2021 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold VOOV as of Q1 2023.

Ahrens Investment Partners held 69 shares of Vanguard S&P 500 Value ETF worth $10.1K as of Q1 2023.
Vanguard S&P 500 Value ETF was a new Ahrens Investment Partners position in Q1 2023.
Vanguard S&P 500 Value ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #626 holding.
Ahrens Investment Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2023.

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