Capital Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-11,538	Closed	-$2.73M	–	216
2020 Q1	$2.73M	Buy	+11,538	New	+$3.23M	0.17%	40
2019 Q4	–	Sell	-12,068	Closed	-$3.33M	–	256
2019 Q3	$3.33M	Buy	12,068 +1,750	+17%	+$475K	0.21%	38
2019 Q2	$2.78M	Buy	+10,318	New	+$2.73M	0.2%	42

Other funds holding VOO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Capital Wealth Planning's VOO Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard S&P 500 ETF (VOO) in Q2 2020, closing a stake of 11,538 shares — an estimated $2.73M sold.

Capital Wealth Planning first reported a position in VOO in Q2 2019 and held it in 3 quarters. The position peaked at $3.33M in Q3 2019. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 11,538 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $2.73M.
Capital Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard S&P 500 ETF position peaked at $3.33M in Q3 2019.
1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.