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Aurora Private Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Aurora Private Wealth’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
2021
Q2 		– Sell
-2,880
Closed -$394K – 228
2021
Q1 		$394K Sell
2,880
-45
-2% -$5.86K 0.16% 119
2020
Q4 		$362K Sell
2,925
-278
-9% -$32.5K 0.15% 139
2020
Q3 		$349K Hold
3,203
– – 0.15% 123
2020
Q2 		$335K Sell
3,203
-2,132
-40% -$219K 0.15% 113
2020
Q1 		$498K Buy
5,335
+1,726
+48% +$198K 0.18% 121
2019
Q4 		$453K Buy
+3,609
New +$433K 0.16% 108

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aurora Private Wealth's VOOV Position: Q2 2021 in Review

Aurora Private Wealth sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2021, closing a stake of 2,880 shares — an estimated $394K sold.

Aurora Private Wealth first reported a position in VOOV in Q4 2019 and held it in 6 quarters. The position peaked at $498K in Q1 2020. 189 funds tracked by Wall St. Rank hold VOOV as of Q2 2021.

  • Aurora Private Wealth reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 2,880 Vanguard S&P 500 Value ETF shares in Q2 2021, an estimated $394K.
  • Aurora Private Wealth first reported a position in Vanguard S&P 500 Value ETF in Q4 2019 and held it in 6 quarters.
  • Aurora Private Wealth's Vanguard S&P 500 Value ETF position peaked at $498K in Q1 2020.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2021.

Based on Aurora Private Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.