Certified Advisory Corp’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Certified Advisory Corp’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$55K	–	728
2021 Q1	$55K	Buy	+400	New	+$52.1K	0.01%	338
2020 Q2	$44K	Hold	418	–	–	0.01%	323
2020 Q1	$39K	Buy	418 +1	+0.2%	+$115	0.02%	313
2019 Q4	$52K	Buy	417 +17	+4%	+$2.04K	0.02%	314
2019 Q3	$46K	Hold	400	–	–	0.02%	337
2019 Q2	$45K	Hold	400	–	–	0.02%	338
2019 Q1	$43K	Hold	400	–	–	0.02%	317
2018 Q4	$39K	Buy	+400	New	+$42.2K	0.02%	314

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Certified Advisory Corp's VOOV Position: Q2 2021 in Review

Certified Advisory Corp sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2021, closing a stake of 400 shares — an estimated $55K sold.

Certified Advisory Corp first reported a position in VOOV in Q4 2018 and held it in 8 quarters. The position peaked at $55K in Q1 2021. 189 funds tracked by Wall St. Rank hold VOOV as of Q2 2021.

Certified Advisory Corp reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 400 Vanguard S&P 500 Value ETF shares in Q2 2021, an estimated $55K.
Certified Advisory Corp first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and held it in 8 quarters.
Certified Advisory Corp's Vanguard S&P 500 Value ETF position peaked at $55K in Q1 2021.
189 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.