Claraphi Advisory Network’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-1,311	Closed	-$122K	–	1167
2020 Q1	$122K	Buy	+1,311	New	+$151K	0.06%	291

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

SCM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Claraphi Advisory Network's VOOV Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2020, closing a stake of 1,311 shares — an estimated $122K sold.

Claraphi Advisory Network first reported a position in VOOV in Q1 2020 and held it in 1 quarter. The position peaked at $122K in Q1 2020. 130 funds tracked by Wall St. Rank hold VOOV as of Q2 2020.

Claraphi Advisory Network reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,311 Vanguard S&P 500 Value ETF shares in Q2 2020, an estimated $122K.
Claraphi Advisory Network first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Vanguard S&P 500 Value ETF position peaked at $122K in Q1 2020.
130 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.