BCR Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

BCR Wealth 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
2022 Q4	–	Sell	-173	Closed	-$57K	–	96
2022 Q3	$57K	Hold	173	–	–	0.06%	35
2022 Q2	$60K	Hold	173	–	–	0.06%	32
2022 Q1	$72K	Hold	173	–	–	0.07%	28
2021 Q4	$76K	Buy	+173	New	+$73K	0.07%	27

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BCR Wealth Strategies's VOO Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 173 shares — an estimated $57K sold.

BCR Wealth Strategies first reported a position in VOO in Q4 2021 and held it in 4 quarters. The position peaked at $76K in Q4 2021. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

BCR Wealth Strategies reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 173 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $57K.
BCR Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Vanguard S&P 500 ETF position peaked at $76K in Q4 2021.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.