American Portfolios Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

American Portfolios 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
2022 Q3	$15.1M	Buy	46,089 +708	+2%	+$259K	0.64%	21
2022 Q2	$15.7M	Sell	45,381 -9,860	-18%	-$3.71M	0.65%	20
2022 Q1	$22.9M	Buy	55,241 +19,817	+56%	+$8.11M	0.78%	17
2021 Q4	$15.5M	Buy	35,424 +1,796	+5%	+$758K	0.52%	26
2021 Q3	$13.3M	Buy	33,628 +6,280	+23%	+$2.55M	0.5%	26
2021 Q2	$10.8M	Sell	27,348 -1,956	-7%	-$751K	0.42%	39
2021 Q1	$10.7M	Buy	29,304 +1,815	+7%	+$644K	0.47%	30
2020 Q4	$9.45M	Sell	27,489 -2,194	-7%	-$715K	0.48%	32
2020 Q3	$9.13M	Sell	29,683 -26	-0.1%	-$7.92K	0.53%	31
2020 Q2	$8.42M	Sell	29,709 -1,786	-6%	-$481K	0.55%	29
2020 Q1	$7.46M	Buy	31,495 +2,069	+7%	+$580K	0.62%	25
2019 Q4	$8.7M	Buy	29,426 +1,929	+7%	+$546K	0.62%	23
2019 Q3	$7.5M	Buy	27,497 +1,733	+7%	+$470K	0.61%	25
2019 Q2	$6.93M	Buy	25,764 +770	+3%	+$204K	0.58%	26
2019 Q1	$6.49M	Buy	24,994 +7,869	+46%	+$1.97M	0.61%	29
2018 Q4	$3.94M	Buy	17,125 +11,739	+218%	+$2.91M	0.49%	42
2018 Q3	$1.44M	Buy	5,386 +2,429	+82%	+$636K	0.17%	127
2018 Q2	$738K	Buy	2,957 +826	+39%	+$205K	0.1%	204
2018 Q1	$516K	Buy	2,131 +992	+87%	+$249K	0.08%	256
2017 Q4	$279K	Buy	+1,139	New	+$272K	0.04%	382

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

American Portfolios Advisors's VOO Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q3 2022, buying an estimated $259K and bringing the position to 46,089 shares worth $15.1M. The position accounts for 0.64% of the portfolio, ranked #21.

American Portfolios Advisors first reported a position in VOO in Q4 2017 and has held it in 20 quarters since. The position peaked at $22.9M in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

American Portfolios Advisors held 46,089 shares of Vanguard S&P 500 ETF worth $15.1M as of Q3 2022.
American Portfolios Advisors bought 708 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $259K.
Vanguard S&P 500 ETF made up 0.64% of American Portfolios Advisors's portfolio in Q3 2022, its #21 holding.
American Portfolios Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard S&P 500 ETF position peaked at $22.9M in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.