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Capstone Triton Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-301
Closed -$104K – 314
2020
Q4 		$104K Buy
+301
New +$98.1K 0.06% 147

Other funds holding VOO

Bank of America
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Capstone Triton Financial Group's VOO Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2021, closing a stake of 301 shares — an estimated $104K sold.

Capstone Triton Financial Group first reported a position in VOO in Q4 2020 and held it in 1 quarter. The position peaked at $104K in Q4 2020. 1,697 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 301 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $104K.
  • Capstone Triton Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Vanguard S&P 500 ETF position peaked at $104K in Q4 2020.
  • 1,697 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.