Comprehensive Financial Consultants Institutional’s Vanguard S&P 500 ETF VOO Stock Holding History

Comprehensive Financial Consultants Institutional’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
2024 Q3	–	Sell	-854	Closed	-$427K	–	172
2024 Q2	$427K	Buy	+854	New	+$411K	0.17%	126
2022 Q3	–	Sell	-804	Closed	-$281K	–	159
2022 Q2	$281K	Sell	804 -16	-2%	-$6.03K	0.2%	126
2022 Q1	$310K	Buy	820 +45	+6%	+$18.4K	0.22%	122
2021 Q4	$311K	Buy	+775	New	+$327K	0.2%	115

Other funds holding VOO

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Comprehensive Financial Consultants Institutional's VOO Position: Q3 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 854 shares — an estimated $427K sold.

Comprehensive Financial Consultants Institutional first reported a position in VOO in Q4 2021 and held it in 4 quarters. The position peaked at $427K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 854 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $427K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's Vanguard S&P 500 ETF position peaked at $427K in Q2 2024.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2024, filed 31 Oct 2024.