Atalanta Sosnoff Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Atalanta Sosnoff Capital’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 Q4	–	Sell	-430	Closed	-$227K	–	111
2024 Q3	$227K	Hold	430	–	–	﹤0.01%	101
2024 Q2	$215K	Sell	430 -11	-2%	-$5.29K	﹤0.01%	89
2024 Q1	$212K	Buy	+441	New	+$202K	﹤0.01%	102
2023 Q4	–	Sell	-545	Closed	-$214K	–	105
2023 Q3	$214K	Hold	545	–	–	0.01%	94
2023 Q2	$222K	Hold	545	–	–	0.01%	97
2023 Q1	$205K	Buy	+545	New	+$200K	0.01%	109
2022 Q2	–	Sell	-565	Closed	-$235K	–	119
2022 Q1	$235K	Sell	565 -30	-5%	-$12.3K	0.01%	106
2021 Q4	$260K	Sell	595 -70	-11%	-$29.5K	0.01%	98
2021 Q3	$262K	Sell	665 -10	-1%	-$4.06K	0.01%	82
2021 Q2	$266K	Buy	675 +75	+13%	+$28.8K	0.01%	86
2021 Q1	$219K	Hold	600	–	–	0.01%	96
2020 Q4	$206K	Buy	+600	New	+$196K	0.01%	94

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Atalanta Sosnoff Capital's VOO Position: Q4 2024 in Review

Atalanta Sosnoff Capital sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 430 shares — an estimated $227K sold.

Atalanta Sosnoff Capital first reported a position in VOO in Q4 2020 and held it in 12 quarters. The position peaked at $266K in Q2 2021. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Atalanta Sosnoff Capital reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Atalanta Sosnoff Capital sold 430 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $227K.
Atalanta Sosnoff Capital first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 12 quarters.
Atalanta Sosnoff Capital's Vanguard S&P 500 ETF position peaked at $266K in Q2 2021.
3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Atalanta Sosnoff Capital's 13F filing for Q4 2024, filed 14 Feb 2025.