Bridge Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Bridge Advisory’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 Q3	$225K	Buy	427 +1	+0.2%	+$508	0.11%	93
2024 Q2	$213K	Buy	+426	New	+$205K	0.1%	93
2023 Q4	–	Sell	-597	Closed	-$234K	–	153
2023 Q3	$234K	Sell	597 -540	-47%	-$221K	0.08%	131
2023 Q2	$463K	Buy	+1,137	New	+$439K	0.17%	91
2021 Q3	–	Sell	-846	Closed	-$333K	–	90
2021 Q2	$333K	Buy	+846	New	+$325K	0.17%	66

Other funds holding VOO

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

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

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

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

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

Bridge Advisory's VOO Position: Q3 2024 in Review

Bridge Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q3 2024, buying an estimated $508 and bringing the position to 427 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #93.

Bridge Advisory first reported a position in VOO in Q2 2021 and has held it in 5 quarters since. The position peaked at $463K in Q2 2023. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Bridge Advisory held 427 shares of Vanguard S&P 500 ETF worth $225K as of Q3 2024.
Bridge Advisory bought 1 Vanguard S&P 500 ETF share in Q3 2024, an estimated $508.
Vanguard S&P 500 ETF made up 0.11% of Bridge Advisory's portfolio in Q3 2024, its #93 holding.
Bridge Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 5 quarters since.
Bridge Advisory's Vanguard S&P 500 ETF position peaked at $463K in Q2 2023.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.