Capital Advisory Group Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-28	Closed	-$11K	–	497
2021 Q3	$11K	Hold	28	–	–	﹤0.01%	388
2021 Q2	$11K	Hold	28	–	–	﹤0.01%	389
2021 Q1	$10K	Buy	+28	New	+$9.93K	﹤0.01%	387
2020 Q1	–	Sell	-21	Closed	-$6K	–	483
2019 Q4	$6K	Buy	+21	New	+$5.94K	﹤0.01%	171
2018 Q2	–	Sell	-60	Closed	-$14K	–	382
2018 Q1	$14K	Buy	+60	New	+$15.1K	0.01%	212

Other funds holding VOO

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's VOO Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Vanguard S&P 500 ETF (VOO) in Q4 2021, closing a stake of 28 shares — an estimated $11K sold.

Capital Advisory Group Advisory Services first reported a position in VOO in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Vanguard S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 28 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $11K.
Capital Advisory Group Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 5 quarters.
Capital Advisory Group Advisory Services's Vanguard S&P 500 ETF position peaked at $14K in Q1 2018.
2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.