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

CMH 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
2021 Q1	–	Sell	-4,000	Closed	-$1.38M	–	52
2020 Q4	$1.38M	Sell	4,000 -390	-9%	-$127K	0.5%	45
2020 Q3	$1.35M	Hold	4,390	–	–	0.58%	43
2020 Q2	$1.24M	Buy	+4,390	New	+$1.18M	0.59%	45

Other funds holding VOO

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CMH Wealth Management's VOO Position: Q1 2021 in Review

CMH Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2021, closing a stake of 4,000 shares — an estimated $1.38M sold.

CMH Wealth Management first reported a position in VOO in Q2 2020 and held it in 3 quarters. The position peaked at $1.38M in Q4 2020. 1,698 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

CMH Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
CMH Wealth Management sold 4,000 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $1.38M.
CMH Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 3 quarters.
CMH Wealth Management's Vanguard S&P 500 ETF position peaked at $1.38M in Q4 2020.
1,698 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on CMH Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.