Boston Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Boston Financial 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
2024 Q4	$717K	Sell	1,332 -550	-29%	-$298K	0.02%	220
2024 Q3	$993K	Buy	1,882 +238	+14%	+$121K	0.03%	194
2024 Q2	$822K	Sell	1,644 -63	-4%	-$30.3K	0.03%	206
2024 Q1	$821K	Buy	1,707 +61	+4%	+$27.9K	0.03%	212
2023 Q4	$719K	Buy	1,646 +86	+6%	+$35.2K	0.02%	214
2023 Q3	$612K	Hold	1,560	–	–	0.02%	211
2023 Q2	$635K	Sell	1,560 -7	-0.4%	-$2.7K	0.02%	219
2023 Q1	$589K	Buy	1,567 +647	+70%	+$237K	0.02%	215
2022 Q4	$323K	Buy	920 +48	+6%	+$17K	0.01%	262
2022 Q3	$286K	Buy	+872	New	+$318K	0.01%	262
2020 Q3	–	Sell	-535	Closed	-$152K	–	270
2020 Q2	$152K	Hold	535	–	–	0.01%	252
2020 Q1	$127K	Buy	+535	New	+$150K	0.01%	255
2018 Q4	–	Sell	-1,157	Closed	-$309K	–	272
2018 Q3	$309K	Buy	+1,157	New	+$303K	0.02%	251

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Boston Financial Management's VOO Position: Q4 2024 in Review

Boston Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 29% in Q4 2024, selling an estimated $298K and leaving 1,332 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #220.

Boston Financial Management first reported a position in VOO in Q3 2018 and has held it in 13 quarters since. The position peaked at $993K in Q3 2024. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Boston Financial Management held 1,332 shares of Vanguard S&P 500 ETF worth $717K as of Q4 2024.
Boston Financial Management sold 550 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $298K.
Vanguard S&P 500 ETF made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #220 holding.
Boston Financial Management first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 13 quarters since.
Boston Financial Management's Vanguard S&P 500 ETF position peaked at $993K in Q3 2024.
3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.