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

Brightworth’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
2022 Q3	$784K	Sell	2,387 -64	-3%	-$23.4K	0.08%	75
2022 Q2	$850K	Hold	2,451	–	–	0.09%	74
2022 Q1	$1.02M	Buy	2,451 +392	+19%	+$160K	0.1%	66
2021 Q4	$899K	Buy	2,059 +82	+4%	+$34.6K	0.08%	69
2021 Q3	$779K	Buy	1,977 +776	+65%	+$315K	0.07%	67
2021 Q2	$473K	Sell	1,201 -176	-13%	-$67.6K	0.04%	74
2021 Q1	$502K	Buy	1,377 +113	+9%	+$40.1K	0.05%	71
2020 Q4	$434K	Buy	1,264 +17	+1%	+$5.54K	0.04%	71
2020 Q3	$383K	Hold	1,247	–	–	0.04%	69
2020 Q2	$353K	Buy	1,247 +103	+9%	+$27.7K	0.05%	67
2020 Q1	$271K	Hold	1,144	–	–	0.05%	73
2019 Q4	$338K	Sell	1,144 -47	-4%	-$13.3K	0.06%	76
2019 Q3	$325K	Sell	1,191 -31	-3%	-$8.41K	0.07%	68
2019 Q2	$329K	Buy	+1,222	New	+$323K	0.07%	70

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Brightworth's VOO Position: Q3 2022 in Review

Brightworth reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2022, selling an estimated $23.4K and leaving 2,387 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #75.

Brightworth first reported a position in VOO in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Brightworth held 2,387 shares of Vanguard S&P 500 ETF worth $784K as of Q3 2022.
Brightworth sold 64 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $23.4K.
Vanguard S&P 500 ETF made up 0.08% of Brightworth's portfolio in Q3 2022, its #75 holding.
Brightworth first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 14 quarters since.
Brightworth's Vanguard S&P 500 ETF position peaked at $1.02M in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.