Aris Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Aris Wealth Services’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
2015 Q3	$513K	Sell	2,920 -842	-22%	-$157K	1.08%	25
2015 Q2	$710K	Sell	3,762 -5	-0.1%	-$964	0.65%	58
2015 Q1	$713K	Hold	3,767	–	–	0.67%	54
2014 Q4	$710K	Hold	3,767	–	–	0.79%	43
2014 Q3	$680K	Hold	3,767	–	–	0.84%	36
2014 Q2	$676K	Hold	3,767	–	–	0.88%	28
2014 Q1	$645K	Sell	3,767 -100	-3%	-$16.8K	0.95%	28
2013 Q4	$654K	Sell	3,867 -5	-0.1%	-$811	1.1%	21
2013 Q3	$596K	Buy	+3,872	New	+$595K	1.09%	23

Other funds holding VOO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Aris Wealth Services's VOO Position: Q3 2015 in Review

Aris Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2015, selling an estimated $157K and leaving 2,920 shares worth $513K. The position accounts for 1.08% of the portfolio, ranked #25.

Aris Wealth Services first reported a position in VOO in Q3 2013 and has held it in 9 quarters since. The position peaked at $713K in Q1 2015. 423 funds tracked by Wall St. Rank hold VOO as of Q3 2015.

Aris Wealth Services held 2,920 shares of Vanguard S&P 500 ETF worth $513K as of Q3 2015.
Aris Wealth Services sold 842 Vanguard S&P 500 ETF shares in Q3 2015, an estimated $157K.
Vanguard S&P 500 ETF made up 1.08% of Aris Wealth Services's portfolio in Q3 2015, its #25 holding.
Aris Wealth Services first reported a position in Vanguard S&P 500 ETF in Q3 2013 and has held it in 9 quarters since.
Aris Wealth Services's Vanguard S&P 500 ETF position peaked at $713K in Q1 2015.
423 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.