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Crestone Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Crestone Asset 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
2024
Q2 		– Sell
-454
Closed -$218K – 90
2024
Q1 		$218K Buy
+454
New +$208K 0.04% 91

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

Crestone Asset Management's VOO Position: Q2 2024 in Review

Crestone Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 454 shares — an estimated $218K sold.

Crestone Asset Management first reported a position in VOO in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Crestone Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 454 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $218K.
  • Crestone Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 1 quarter.
  • Crestone Asset Management's Vanguard S&P 500 ETF position peaked at $218K in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.