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

Doyle Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,540	Closed	-$205K	–	213
2022 Q2	$205K	Buy	1,540 +2	+0.1%	+$286	0.02%	204
2022 Q1	$232K	Buy	+1,538	New	+$229K	0.02%	221
2019 Q3	–	Sell	-95	Closed	-$11K	–	746
2019 Q2	$11K	Buy	+95	New	+$10.5K	﹤0.01%	622
2019 Q1	–	Sell	-95	Closed	-$9K	–	740
2018 Q4	$9K	Buy	+95	New	+$10K	﹤0.01%	650

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Doyle Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 1,540 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in VOOV in Q4 2018 and held it in 4 quarters. The position peaked at $232K in Q1 2022. 245 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

Doyle Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Doyle Wealth Management sold 1,540 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $205K.
Doyle Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and held it in 4 quarters.
Doyle Wealth Management's Vanguard S&P 500 Value ETF position peaked at $232K in Q1 2022.
245 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

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