ARS Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

ARS Wealth 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
2018 Q1	–	Sell	-856	Closed	-$210K	–	124
2017 Q4	$210K	Sell	856 -24	-3%	-$5.74K	0.08%	115
2017 Q3	$203K	Buy	+880	New	+$199K	0.08%	118

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's VOO Position: Q1 2018 in Review

ARS Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2018, closing a stake of 856 shares — an estimated $210K sold.

ARS Wealth Advisors first reported a position in VOO in Q3 2017 and held it in 2 quarters. The position peaked at $210K in Q4 2017. 873 funds tracked by Wall St. Rank hold VOO as of Q1 2018.

ARS Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
ARS Wealth Advisors sold 856 Vanguard S&P 500 ETF shares in Q1 2018, an estimated $210K.
ARS Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2017 and held it in 2 quarters.
ARS Wealth Advisors's Vanguard S&P 500 ETF position peaked at $210K in Q4 2017.
873 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2018.

Based on ARS Wealth Advisors's 13F filing for Q1 2018, filed 11 Jun 2021.