BMS Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

BMS Financial 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	$437K	Sell	1,073 -27	-2%	-$10.4K	0.29%	56
2023 Q1	$414K	Sell	1,100 -28	-2%	-$10.3K	0.29%	81
2022 Q4	$492K	Buy	1,128 +61	+6%	+$21.5K	0.33%	60
2022 Q3	$350K	Sell	1,067 -61	-5%	-$22.3K	0.25%	79
2022 Q2	$492K	Buy	1,128 +43	+4%	+$16.2K	0.32%	57
2022 Q1	$450K	Sell	1,085 -43	-4%	-$17.6K	0.29%	74
2021 Q4	$492K	Buy	+1,128	New	+$476K	0.31%	65

Other funds holding VOO

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

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

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

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

BMS Financial Advisors's VOO Position: Q2 2023 in Review

BMS Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2023, selling an estimated $10.4K and leaving 1,073 shares worth $437K. The position accounts for 0.29% of the portfolio, ranked #56.

BMS Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 7 quarters since. The position peaked at $492K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

BMS Financial Advisors held 1,073 shares of Vanguard S&P 500 ETF worth $437K as of Q2 2023.
BMS Financial Advisors sold 27 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $10.4K.
Vanguard S&P 500 ETF made up 0.29% of BMS Financial Advisors's portfolio in Q2 2023, its #56 holding.
BMS Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Vanguard S&P 500 ETF position peaked at $492K in Q4 2022.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.