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

Doyle Wealth 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
2022 Q3	$3.82M	Buy	11,644 +879	+8%	+$321K	0.33%	65
2022 Q2	$3.73M	Buy	10,765 +2,839	+36%	+$1.07M	0.3%	71
2022 Q1	$3.29M	Sell	7,926 -45	-0.6%	-$18.4K	0.24%	77
2021 Q4	$3.48M	Buy	7,971 +510	+7%	+$215K	0.25%	73
2021 Q3	$2.94M	Buy	7,461 +389	+6%	+$158K	0.23%	73
2021 Q2	$2.78M	Buy	7,072 +451	+7%	+$173K	0.23%	73
2021 Q1	$2.41M	Sell	6,621 -3	-0%	-$1.06K	0.23%	77
2020 Q4	$2.28M	Sell	6,624 -16	-0.2%	-$5.22K	0.23%	74
2020 Q3	$2.04M	Buy	6,640 +811	+14%	+$247K	0.24%	70
2020 Q2	$1.65M	Buy	5,829 +2,564	+79%	+$690K	0.22%	63
2020 Q1	$773K	Buy	3,265 +346	+12%	+$96.9K	0.12%	84
2019 Q4	$863K	Sell	2,919 -12	-0.4%	-$3.39K	0.11%	90
2019 Q3	$799K	Buy	2,931 +903	+45%	+$245K	0.11%	91
2019 Q2	$546K	Buy	2,028 +694	+52%	+$184K	0.08%	108
2019 Q1	$353K	Buy	1,334 +159	+14%	+$39.7K	0.05%	135
2018 Q4	$270K	Sell	1,175 -221	-16%	-$54.7K	0.05%	152
2018 Q3	$373K	Sell	1,396 -358	-20%	-$93.7K	0.06%	134
2018 Q2	$438K	Sell	1,754 -10	-0.6%	-$2.48K	0.07%	120
2018 Q1	$427K	Buy	1,764 +193	+12%	+$48.4K	0.07%	109
2017 Q4	$385K	Buy	1,571 +370	+31%	+$88.4K	0.07%	115
2017 Q3	$277K	Buy	1,201 +121	+11%	+$27.4K	0.05%	125
2017 Q2	$240K	Buy	1,080 +1	+0.1%	+$220	0.04%	124
2017 Q1	$233K	Buy	+1,079	New	+$230K	0.05%	122

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Doyle Wealth Management's VOO Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q3 2022, buying an estimated $321K and bringing the position to 11,644 shares worth $3.82M. The position accounts for 0.33% of the portfolio, ranked #65.

Doyle Wealth Management first reported a position in VOO in Q1 2017 and has held it in 23 quarters since. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Doyle Wealth Management held 11,644 shares of Vanguard S&P 500 ETF worth $3.82M as of Q3 2022.
Doyle Wealth Management bought 879 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $321K.
Vanguard S&P 500 ETF made up 0.33% of Doyle Wealth Management's portfolio in Q3 2022, its #65 holding.
Doyle Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 23 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.