CWA
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Choice Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Choice Wealth Advisors’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
Q3 		– Sell
-9,707
Closed -$3.37M – 48
2022
Q2 		$3.37M Buy
+9,707
New +$3.66M 2.73% 14

Other funds holding VOO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Choice Wealth Advisors's VOO Position: Q3 2022 in Review

Choice Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 9,707 shares — an estimated $3.37M sold.

Choice Wealth Advisors first reported a position in VOO in Q2 2022 and held it in 1 quarter. The position peaked at $3.37M in Q2 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Choice Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Choice Wealth Advisors sold 9,707 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $3.37M.
  • Choice Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 1 quarter.
  • Choice Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.37M in Q2 2022.
  • 2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.