Berman Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Berman Capital 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
2021 Q3	$188K	Buy	479 +1	+0.2%	+$406	0.03%	278
2021 Q2	$188K	Sell	478 -1	-0.2%	-$384	0.03%	248
2021 Q1	$174K	Buy	479 +37	+8%	+$13.1K	0.04%	209
2020 Q4	$151K	Buy	442 +1	+0.2%	+$326	0.04%	199
2020 Q3	$135K	Sell	441 -10	-2%	-$3.05K	0.04%	189
2020 Q2	$127K	Buy	451 +83	+23%	+$22.3K	0.03%	194
2020 Q1	$87K	Buy	368 +68	+23%	+$19.1K	0.03%	216
2019 Q4	$88K	Hold	300	–	–	0.03%	241
2019 Q3	$81K	Hold	300	–	–	0.03%	241
2019 Q2	$80K	Hold	300	–	–	0.03%	238
2019 Q1	$77K	Hold	300	–	–	0.03%	227
2018 Q4	$68K	Buy	+300	New	+$74.3K	0.03%	221

Other funds holding VOO

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's VOO Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q3 2021, buying an estimated $406 and bringing the position to 479 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #278.

Berman Capital Advisors first reported a position in VOO in Q4 2018 and has held it in 12 quarters since. 1,794 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Berman Capital Advisors held 479 shares of Vanguard S&P 500 ETF worth $188K as of Q3 2021.
Berman Capital Advisors bought 1 Vanguard S&P 500 ETF share in Q3 2021, an estimated $406.
Vanguard S&P 500 ETF made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #278 holding.
Berman Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 12 quarters since.
1,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.