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Cardinal Strategic Wealth Guidance’s Vanguard S&P 500 ETF VOO Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q2 		– Sell
-1
Closed -$376 – 86
2023
Q1 		$376 Buy
+1
New +$367 ﹤0.01% 84
2022
Q3 		– Sell
-70
Closed -$24K – 95
2022
Q2 		$24K Buy
+70
New +$26.4K 0.01% 75

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's VOO Position: Q2 2023 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 1 share — an estimated $376 sold.

Cardinal Strategic Wealth Guidance first reported a position in VOO in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • Cardinal Strategic Wealth Guidance reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 1 Vanguard S&P 500 ETF share in Q2 2023, an estimated $376.
  • Cardinal Strategic Wealth Guidance first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 2 quarters.
  • Cardinal Strategic Wealth Guidance's Vanguard S&P 500 ETF position peaked at $24K in Q2 2022.
  • 2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2023, filed 20 Jul 2023.