Diligent Investors’s Vanguard S&P 500 ETF VOO Stock Holding History

Diligent Investors’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 Q1	–	Sell	-575	Closed	-$251K	–	289
2021 Q4	$251K	Sell	575 -74	-11%	-$31.2K	0.07%	222
2021 Q3	$255K	Hold	649	–	–	0.09%	198
2021 Q2	$255K	Buy	649 +26	+4%	+$9.98K	0.09%	199
2021 Q1	$227K	Sell	623 -152	-20%	-$53.9K	0.08%	205
2020 Q4	$266K	Buy	775 +100	+15%	+$32.6K	0.11%	167
2020 Q3	$208K	Sell	675 -1,196	-64%	-$364K	0.09%	178
2020 Q2	$530K	Buy	+1,871	New	+$504K	0.26%	90
2020 Q1	–	Sell	-964	Closed	-$285K	–	213
2019 Q4	$285K	Buy	+964	New	+$273K	0.13%	160

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diligent Investors's VOO Position: Q1 2022 in Review

Diligent Investors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 575 shares — an estimated $251K sold.

Diligent Investors first reported a position in VOO in Q4 2019 and held it in 8 quarters. The position peaked at $530K in Q2 2020. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

Diligent Investors reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Diligent Investors sold 575 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $251K.
Diligent Investors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 8 quarters.
Diligent Investors's Vanguard S&P 500 ETF position peaked at $530K in Q2 2020.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Diligent Investors's 13F filing for Q1 2022, filed 26 Apr 2022.