Crosspoint Capital Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Crosspoint Capital Strategies’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
2022 Q4	–	Sell	-2,525	Closed	-$829K	–	42
2022 Q3	$829K	Sell	2,525 -2,530	-50%	-$924K	22.36%	3
2022 Q2	$1.75M	Buy	+5,055	New	+$1.9M	47.52%	2
2015 Q1	–	Sell	-1,009	Closed	-$190K	–	738
2014 Q4	$190K	Buy	1,009 +47	+5%	+$8.66K	0.07%	199
2014 Q3	$174K	Hold	962	–	–	0.13%	114
2014 Q2	$174K	Hold	962	–	–	0.07%	143
2014 Q1	$165K	Hold	962	–	–	0.07%	137
2013 Q4	$165K	Buy	+962	New	+$156K	0.05%	143

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Crosspoint Capital Strategies's VOO Position: Q4 2022 in Review

Crosspoint Capital Strategies sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 2,525 shares — an estimated $829K sold.

Crosspoint Capital Strategies first reported a position in VOO in Q4 2013 and held it in 7 quarters. The position peaked at $1.75M in Q2 2022. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Crosspoint Capital Strategies reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Crosspoint Capital Strategies sold 2,525 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $829K.
Crosspoint Capital Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2013 and held it in 7 quarters.
Crosspoint Capital Strategies's Vanguard S&P 500 ETF position peaked at $1.75M in Q2 2022.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2022, filed 13 Feb 2023.