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Axiom Financial Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Axiom Financial Strategies’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
2021
Q1 		– Sell
-2,155
Closed -$663K – 86
2020
Q4 		$663K Hold
2,155
– – 0.4% 35
2020
Q3 		$663K Buy
2,155
+3
+0.1% +$914 0.4% 35
2020
Q2 		$610K Sell
2,152
-313
-13% -$84.2K 0.4% 34
2020
Q1 		$584K Buy
+2,465
New +$691K 0.47% 33

Other funds holding VOO

Bank of America
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Financial Strategies's VOO Position: Q1 2021 in Review

Axiom Financial Strategies sold out of Vanguard S&P 500 ETF (VOO) in Q1 2021, closing a stake of 2,155 shares — an estimated $663K sold.

Axiom Financial Strategies first reported a position in VOO in Q1 2020 and held it in 4 quarters. The position peaked at $663K in Q4 2020. 1,698 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

  • Axiom Financial Strategies reported no remaining Vanguard S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Axiom Financial Strategies sold 2,155 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $663K.
  • Axiom Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 4 quarters.
  • Axiom Financial Strategies's Vanguard S&P 500 ETF position peaked at $663K in Q4 2020.
  • 1,698 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Axiom Financial Strategies's 13F filing for Q1 2021, filed 13 May 2021.