Baldrige Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Baldrige Asset 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
2023 Q1	$158K	Hold	421	–	–	0.06%	120
2022 Q4	$148K	Sell	421 -103	-20%	-$36.4K	0.07%	118
2022 Q3	$172K	Hold	524	–	–	0.08%	108
2022 Q2	$182K	Hold	524	–	–	0.08%	108
2022 Q1	$218K	Hold	524	–	–	0.09%	107
2021 Q4	$229K	Hold	524	–	–	0.09%	102
2021 Q3	$207K	Hold	524	–	–	0.09%	103
2021 Q2	$206K	Buy	+524	New	+$201K	0.09%	98

Other funds holding VOO

RJA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldrige Asset Management's VOO Position: Q1 2023 in Review

Baldrige Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2023 at 421 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #120.

Baldrige Asset Management first reported a position in VOO in Q2 2021 and has held it in 8 quarters since. The position peaked at $229K in Q4 2021. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Baldrige Asset Management held 421 shares of Vanguard S&P 500 ETF worth $158K as of Q1 2023.
Baldrige Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2023.
Vanguard S&P 500 ETF made up 0.06% of Baldrige Asset Management's portfolio in Q1 2023, its #120 holding.
Baldrige Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Vanguard S&P 500 ETF position peaked at $229K in Q4 2021.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.