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All Season Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

All Season Financial Advisors’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
Q3 		$238K Sell
451
-11
-2% -$5.59K 0.2% 88
2024
Q2 		$231K Buy
+462
New +$222K 0.21% 86
2023
Q3 		– Sell
-519
Closed -$211K – 114
2023
Q2 		$211K Sell
519
-66
-11% -$25.5K 0.19% 94
2023
Q1 		$220K Buy
+585
New +$215K 0.2% 101

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

All Season Financial Advisors's VOO Position: Q3 2024 in Review

All Season Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q3 2024, selling an estimated $5.59K and leaving 451 shares worth $238K. The position accounts for 0.2% of the portfolio, ranked #88.

All Season Financial Advisors first reported a position in VOO in Q1 2023 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • All Season Financial Advisors held 451 shares of Vanguard S&P 500 ETF worth $238K as of Q3 2024.
  • All Season Financial Advisors sold 11 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $5.59K.
  • Vanguard S&P 500 ETF made up 0.2% of All Season Financial Advisors's portfolio in Q3 2024, its #88 holding.
  • All Season Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.