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

American Portfolios Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$177K	Buy	1,429 +246	+21%	+$33.7K	0.01%	1061
2022 Q2	$157K	Sell	1,183 -715	-38%	-$102K	0.01%	1160
2022 Q1	$286K	Hold	1,898	–	–	0.01%	997
2021 Q4	$287K	Sell	1,898 -180	-9%	-$26.5K	0.01%	979
2021 Q3	$292K	Sell	2,078 -33	-2%	-$4.76K	0.01%	955
2021 Q2	$301K	Buy	2,111 +7	+0.3%	+$998	0.01%	946
2021 Q1	$288K	Buy	2,104 +1,300	+162%	+$169K	0.01%	883
2020 Q4	$99.4K	Buy	804 +359	+81%	+$42K	0.01%	1161
2020 Q3	$48.5K	Buy	445 +335	+305%	+$36.7K	﹤0.01%	1327
2020 Q2	$11.5K	Hold	110	–	–	﹤0.01%	1870
2020 Q1	$10.3K	Hold	110	–	–	﹤0.01%	1798
2019 Q4	$13.8K	Hold	110	–	–	﹤0.01%	1874
2019 Q3	$12.6K	Hold	110	–	–	﹤0.01%	1845
2019 Q2	$12.4K	Hold	110	–	–	﹤0.01%	1836
2019 Q1	$12K	Hold	110	–	–	﹤0.01%	1762
2018 Q4	$10.7K	Hold	110	–	–	﹤0.01%	1589
2018 Q3	$12.3K	Hold	110	–	–	﹤0.01%	1673
2018 Q2	$11.7K	Hold	110	–	–	﹤0.01%	1670
2018 Q1	$11.6K	Hold	110	–	–	﹤0.01%	1589
2017 Q4	$12.1K	Buy	+110	New	+$11.7K	﹤0.01%	1511

Other funds holding VOOV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

American Portfolios Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 21% in Q3 2022, buying an estimated $33.7K and bringing the position to 1,429 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1061.

American Portfolios Advisors first reported a position in VOOV in Q4 2017 and has held it in 20 quarters since. The position peaked at $301K in Q2 2021. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

American Portfolios Advisors held 1,429 shares of Vanguard S&P 500 Value ETF worth $177K as of Q3 2022.
American Portfolios Advisors bought 246 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $33.7K.
Vanguard S&P 500 Value ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1061 holding.
American Portfolios Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard S&P 500 Value ETF position peaked at $301K in Q2 2021.
244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

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