Clean Yield Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Clean Yield Group’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 Q4	–	Sell	-1	Closed	-$401	–	385
2023 Q3	$401	Buy	+1	New	+$409	﹤0.01%	368
2022 Q1	–	Sell	-26	Closed	-$11K	–	502
2021 Q4	$11K	Hold	26	–	–	﹤0.01%	366
2021 Q3	$10K	Hold	26	–	–	﹤0.01%	378
2021 Q2	$10K	Buy	+26	New	+$9.98K	﹤0.01%	376
2021 Q1	–	Sell	-26	Closed	-$9K	–	370
2020 Q4	$9K	Sell	26 -26	-50%	-$8.48K	﹤0.01%	356
2020 Q3	$16K	Buy	+52	New	+$15.8K	0.01%	285

Other funds holding VOO

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

RJA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clean Yield Group's VOO Position: Q4 2023 in Review

Clean Yield Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 1 share — an estimated $401 sold.

Clean Yield Group first reported a position in VOO in Q3 2020 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

Clean Yield Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 1 Vanguard S&P 500 ETF share in Q4 2023, an estimated $401.
Clean Yield Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 6 quarters.
Clean Yield Group's Vanguard S&P 500 ETF position peaked at $16K in Q3 2020.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.