Bard Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-1,575	Closed	-$641K	–	312
2023 Q2	$641K	Hold	1,575	–	–	0.05%	196
2023 Q1	$592K	Hold	1,575	–	–	0.05%	200
2022 Q4	$553K	Sell	1,575 -20	-1%	-$7.07K	0.05%	199
2022 Q3	$524K	Hold	1,595	–	–	0.05%	191
2022 Q2	$553K	Sell	1,595 -50	-3%	-$18.8K	0.05%	189
2022 Q1	$683K	Buy	+1,645	New	+$673K	0.06%	174

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

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

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

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

Bard Financial Services's VOO Position: Q3 2023 in Review

Bard Financial Services sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 1,575 shares — an estimated $641K sold.

Bard Financial Services first reported a position in VOO in Q1 2022 and held it in 6 quarters. The position peaked at $683K in Q1 2022. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Bard Financial Services reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 1,575 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $641K.
Bard Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 6 quarters.
Bard Financial Services's Vanguard S&P 500 ETF position peaked at $683K in Q1 2022.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.