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

Castle 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
2022 Q4	–	Sell	-137	Closed	-$45K	–	623
2022 Q3	$45K	Sell	137 -29	-17%	-$10.6K	0.03%	231
2022 Q2	$58K	Buy	+166	New	+$62.5K	0.03%	198

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

Castle Wealth Management's VOO Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 137 shares — an estimated $45K sold.

Castle Wealth Management first reported a position in VOO in Q2 2022 and held it in 2 quarters. The position peaked at $58K in Q2 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Castle Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 137 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $45K.
Castle Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Vanguard S&P 500 ETF position peaked at $58K in Q2 2022.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.