Almitas Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Almitas Capital’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 Q4	–	Sell	-970	Closed	-$512K	–	103
2024 Q3	$512K	Buy	+970	New	+$493K	0.18%	54

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Almitas Capital's VOO Position: Q4 2024 in Review

Almitas Capital sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 970 shares — an estimated $512K sold.

Almitas Capital first reported a position in VOO in Q3 2024 and held it in 1 quarter. The position peaked at $512K in Q3 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Almitas Capital reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Almitas Capital sold 970 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $512K.
Almitas Capital first reported a position in Vanguard S&P 500 ETF in Q3 2024 and held it in 1 quarter.
Almitas Capital's Vanguard S&P 500 ETF position peaked at $512K in Q3 2024.
3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Almitas Capital's 13F filing for Q4 2024, filed 14 Feb 2025.