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BNC Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BNC Wealth Management’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
2020
Q4 		– Sell
-111
Closed -$34K – 451
2020
Q3 		$34K Buy
+111
New +$33.8K 0.02% 188

Other funds holding VOO

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNC Wealth Management's VOO Position: Q4 2020 in Review

BNC Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2020, closing a stake of 111 shares — an estimated $34K sold.

BNC Wealth Management first reported a position in VOO in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 1,656 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

  • BNC Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 111 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $34K.
  • BNC Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Vanguard S&P 500 ETF position peaked at $34K in Q3 2020.
  • 1,656 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.