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

All Terrain 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
2023 Q3	–	Sell	-300	Closed	-$66.1K	–	96
2023 Q2	$66.1K	Hold	300	–	–	0.03%	85
2023 Q1	$61.2K	Buy	+300	New	+$110K	0.03%	80

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

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

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

All Terrain Financial Advisors's VOO Position: Q2 2021 in Review

All Terrain Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2021, closing a stake of 700 shares — an estimated $255K sold.

All Terrain Financial Advisors first reported a position in VOO in Q4 2017 and held it in 7 quarters. The position peaked at $749K in Q2 2018. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

All Terrain Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
All Terrain Financial Advisors sold 700 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $255K.
All Terrain Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 7 quarters.
All Terrain Financial Advisors's Vanguard S&P 500 ETF position peaked at $749K in Q2 2018.
1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on All Terrain Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.