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

Campbell 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
Q3 		– Sell
-319
Closed -$91K – 337
2020
Q2 		$91K Buy
+319
New +$85.9K 0.02% 100

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Campbell Wealth Management's VOO Position: Q3 2020 in Review

Campbell Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 319 shares — an estimated $91K sold.

Campbell Wealth Management first reported a position in VOO in Q2 2020 and held it in 1 quarter. The position peaked at $91K in Q2 2020. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Campbell Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 319 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $91K.
  • Campbell Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Vanguard S&P 500 ETF position peaked at $91K in Q2 2020.
  • 1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.