C2C Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

C2C 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
2023 Q4	–	Sell	-1,011	Closed	-$395K	–	225
2023 Q3	$395K	Hold	1,011	–	–	0.06%	176
2023 Q2	$419K	Buy	1,011 +2	+0.2%	+$772	0.06%	174
2023 Q1	$378K	Buy	1,009 +1	+0.1%	+$367	0.06%	174
2022 Q4	$362K	Buy	1,008 +153	+18%	+$54K	0.06%	125
2022 Q3	$297K	Buy	855 +186	+28%	+$67.9K	0.06%	136
2022 Q2	$241K	Hold	669	–	–	0.04%	160
2022 Q1	$274K	Hold	669	–	–	0.05%	161
2021 Q4	$292K	Buy	+669	New	+$282K	0.04%	174

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C2C Wealth Management's VOO Position: Q4 2023 in Review

C2C Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 1,011 shares — an estimated $395K sold.

C2C Wealth Management first reported a position in VOO in Q4 2021 and held it in 8 quarters. The position peaked at $419K in Q2 2023. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

C2C Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 1,011 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $395K.
C2C Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Vanguard S&P 500 ETF position peaked at $419K in Q2 2023.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.