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

Aspire 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
2024 Q3	$2.56M	Sell	4,859 -150	-3%	-$76.2K	1.38%	16
2024 Q2	$2.51M	Buy	5,009 +67	+1%	+$32.2K	1.43%	17
2024 Q1	$2.38M	Buy	4,942 +724	+17%	+$331K	1.43%	17
2023 Q4	$1.84M	Buy	4,218 +77	+2%	+$31.5K	1.25%	19
2023 Q3	$1.63M	Buy	4,141 +3,107	+300%	+$1.27M	1.24%	20
2023 Q2	$421K	Sell	1,034 -8	-0.8%	-$3.09K	0.32%	58
2023 Q1	$392K	Hold	1,042	–	–	0.32%	61
2022 Q4	$366K	Sell	1,042 -10	-1%	-$3.53K	0.32%	54
2022 Q3	$345K	Buy	1,052 +171	+19%	+$62.5K	0.33%	55
2022 Q2	$306K	Sell	881 -40	-4%	-$15.1K	0.28%	64
2022 Q1	$382K	Buy	921 +486	+112%	+$199K	0.3%	55
2021 Q4	$190K	Buy	+435	New	+$184K	0.15%	89

Other funds holding VOO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Aspire Wealth Management's VOO Position: Q3 2024 in Review

Aspire Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q3 2024, selling an estimated $76.2K and leaving 4,859 shares worth $2.56M. The position accounts for 1.38% of the portfolio, ranked #16.

Aspire Wealth Management first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Aspire Wealth Management held 4,859 shares of Vanguard S&P 500 ETF worth $2.56M as of Q3 2024.
Aspire Wealth Management sold 150 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $76.2K.
Vanguard S&P 500 ETF made up 1.38% of Aspire Wealth Management's portfolio in Q3 2024, its #16 holding.
Aspire Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.