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

Divergent Wealth Advisors’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	-27,909	Closed	-$9.16M	–	31
2022 Q3	$9.16M	Buy	+27,909	New	+$10.2M	2.48%	11
2020 Q4	–	Sell	-1,309	Closed	-$403K	–	32
2020 Q3	$403K	Hold	1,309	–	–	0.11%	23
2020 Q2	$371K	Buy	1,309 +301	+30%	+$81K	0.11%	27
2020 Q1	$239K	Buy	+1,008	New	+$282K	0.09%	31
2018 Q4	–	Sell	-672	Closed	-$178K	–	120
2018 Q3	$178K	Hold	672	–	–	0.06%	37
2018 Q2	$168K	Hold	672	–	–	0.06%	39
2018 Q1	$163K	Buy	+672	New	+$169K	0.06%	40

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

Divergent Wealth Advisors's VOO Position: Q4 2022 in Review

Divergent Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 27,909 shares — an estimated $9.16M sold.

Divergent Wealth Advisors first reported a position in VOO in Q1 2018 and held it in 7 quarters. The position peaked at $9.16M in Q3 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Divergent Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Divergent Wealth Advisors sold 27,909 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $9.16M.
Divergent Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 7 quarters.
Divergent Wealth Advisors's Vanguard S&P 500 ETF position peaked at $9.16M in Q3 2022.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Divergent Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.