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BDO Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

BDO Wealth Advisors’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
Q2 		$2.95M Buy
7,239
+6,532
+924% +$2.52M 0.34% 66
2023
Q1 		$266K Buy
707
+431
+156% +$158K 0.03% 222
2022
Q4 		$97K Hold
276
– – 0.01% 335
2022
Q3 		$91K Hold
276
– – 0.01% 335
2022
Q2 		$96K Hold
276
– – 0.01% 331
2022
Q1 		$114K Hold
276
– – 0.01% 324
2021
Q4 		$120K Buy
276
+1
+0.4% +$422 0.01% 333
2021
Q3 		$109K Hold
275
– – 0.01% 345
2021
Q2 		$108K Buy
275
+20
+8% +$7.68K 0.01% 361
2021
Q1 		$93K Hold
255
– – 0.01% 366
2020
Q4 		$88K Sell
255
-151
-37% -$49.2K 0.01% 302
2020
Q3 		$125K Buy
406
+151
+59% +$46K 0.02% 252
2020
Q2 		$72K Sell
255
-117
-31% -$31.5K 0.01% 296
2020
Q1 		$88K Buy
372
+74
+25% +$20.7K 0.02% 281
2019
Q4 		$88K Sell
298
-1,296
-81% -$367K 0.02% 259
2019
Q3 		$435K Buy
1,594
+90
+6% +$24.4K 0.11% 123
2019
Q2 		$405K Buy
1,504
+67
+5% +$17.7K 0.11% 124
2019
Q1 		$373K Buy
1,437
+173
+14% +$43.2K 0.11% 123
2018
Q4 		$291K Buy
1,264
+11
+0.9% +$2.73K 0.1% 120
2018
Q3 		$335K Buy
1,253
+5
+0.4% +$1.31K 0.11% 116
2018
Q2 		$311K Buy
1,248
+1,148
+1,148% +$285K 0.11% 116
2018
Q1 		$24K Sell
100
-40
-29% -$10K 0.01% 314
2017
Q4 		$34K Hold
140
– – 0.02% 239
2017
Q3 		$32K Hold
140
– – 0.02% 227
2017
Q2 		$31K Buy
+140
New +$30.8K 0.01% 267

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's VOO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 924% in Q2 2023, buying an estimated $2.52M and bringing the position to 7,239 shares worth $2.95M. The position accounts for 0.34% of the portfolio, ranked #66.

BDO Wealth Advisors first reported a position in VOO in Q2 2017 and has held it in 25 quarters since. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • BDO Wealth Advisors held 7,239 shares of Vanguard S&P 500 ETF worth $2.95M as of Q2 2023.
  • BDO Wealth Advisors bought 6,532 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $2.52M.
  • Vanguard S&P 500 ETF made up 0.34% of BDO Wealth Advisors's portfolio in Q2 2023, its #66 holding.
  • BDO Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 25 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.