AWM
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Altavista Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$4.47M Sell
10,241
-54
-0.5% -$22.8K 0.9% 31
2021
Q3 		$4.06M Sell
10,295
-586
-5% -$238K 0.9% 30
2021
Q2 		$4.28M Sell
10,881
-458
-4% -$176K 0.93% 29
2021
Q1 		$4.13M Sell
11,339
-12
-0.1% -$4.25K 1.01% 28
2020
Q4 		$3.9M Buy
11,351
+55
+0.5% +$17.9K 0.99% 31
2020
Q3 		$3.48M Sell
11,296
-588
-5% -$179K 0.96% 33
2020
Q2 		$3.37M Buy
11,884
+2,869
+32% +$772K 0.98% 32
2020
Q1 		$2.13M Buy
9,015
+1,868
+26% +$523K 0.73% 36
2019
Q4 		$2.11M Buy
7,147
+482
+7% +$136K 0.63% 44
2019
Q3 		$1.82M Buy
6,665
+280
+4% +$76K 0.56% 45
2019
Q2 		$1.72M Buy
6,385
+176
+3% +$46.6K 0.55% 45
2019
Q1 		$1.61M Sell
6,209
-71
-1% -$17.7K 0.57% 46
2018
Q4 		$1.44M Buy
6,280
+887
+16% +$220K 0.59% 46
2018
Q3 		$1.44M Buy
5,393
+1,226
+29% +$321K 0.54% 50
2018
Q2 		$1.04M Buy
4,167
+529
+15% +$131K 0.42% 63
2018
Q1 		$881K Buy
3,638
+576
+19% +$145K 0.37% 71
2017
Q4 		$751K Buy
3,062
+222
+8% +$53.1K 0.32% 76
2017
Q3 		$655K Buy
2,840
+240
+9% +$54.4K 0.31% 71
2017
Q2 		$577K Buy
2,600
+1,430
+122% +$315K 0.29% 75
2017
Q1 		$253K Buy
+1,170
New +$250K 0.13% 117

Other funds holding VOO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altavista Wealth Management's VOO Position: Q4 2021 in Review

Altavista Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.52% in Q4 2021, selling an estimated $22.8K and leaving 10,241 shares worth $4.47M. The position accounts for 0.9% of the portfolio, ranked #31.

Altavista Wealth Management first reported a position in VOO in Q1 2017 and has held it in 20 quarters since. 2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

  • Altavista Wealth Management held 10,241 shares of Vanguard S&P 500 ETF worth $4.47M as of Q4 2021.
  • Altavista Wealth Management sold 54 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $22.8K.
  • Vanguard S&P 500 ETF made up 0.9% of Altavista Wealth Management's portfolio in Q4 2021, its #31 holding.
  • Altavista Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 20 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.