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

Connectus Wealth’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
Q1 		$24.7M Buy
51,447
+5,098
+11% +$2.33M 0.68% 38
2023
Q4 		$20.2M Buy
46,349
+23,002
+99% +$9.42M 0.41% 62
2023
Q3 		$9.17M Sell
23,347
-2,624
-10% -$1.07M 0.2% 107
2023
Q2 		$10.6M Sell
25,971
-2,159
-8% -$833K 0.24% 94
2023
Q1 		$10.6M Buy
28,130
+2,586
+10% +$948K 0.26% 90
2022
Q4 		$8.97M Sell
25,544
-3,677
-13% -$1.3M 0.21% 109
2022
Q3 		$9.59M Sell
29,221
-267
-0.9% -$97.5K 0.2% 126
2022
Q2 		$10.2M Buy
29,488
+24,279
+466% +$9.15M 0.23% 108
2022
Q1 		$2.27M Buy
+5,209
New +$2.13M 0.07% 157

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth's VOO Position: Q1 2024 in Review

Connectus Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2024, buying an estimated $2.33M and bringing the position to 51,447 shares worth $24.7M. The position accounts for 0.68% of the portfolio, ranked #38.

Connectus Wealth first reported a position in VOO in Q1 2022 and has held it in 9 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Connectus Wealth held 51,447 shares of Vanguard S&P 500 ETF worth $24.7M as of Q1 2024.
  • Connectus Wealth bought 5,098 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $2.33M.
  • Vanguard S&P 500 ETF made up 0.68% of Connectus Wealth's portfolio in Q1 2024, its #38 holding.
  • Connectus Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 9 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.