EMFO LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

EMFO LLC’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
2024 Q2	$283K	Sell	566 -230	-29%	-$111K	0.25%	74
2024 Q1	$383K	Buy	796 +46	+6%	+$21.1K	0.35%	60
2023 Q4	$328K	Hold	750	–	–	0.3%	72
2023 Q3	$295K	Hold	750	–	–	0.28%	70
2023 Q2	$305K	Hold	750	–	–	0.28%	70
2023 Q1	$282K	Hold	750	–	–	0.27%	71
2022 Q4	$264K	Hold	750	–	–	0.26%	70
2022 Q3	$246K	Hold	750	–	–	0.23%	85
2022 Q2	$260K	Sell	750 -250	-25%	-$94.2K	0.26%	73
2022 Q1	$415K	Hold	1,000	–	–	0.38%	58
2021 Q4	$437K	Hold	1,000	–	–	0.39%	53
2021 Q3	$394K	Sell	1,000 -200	-17%	-$81.1K	0.35%	61
2021 Q2	$472K	Buy	+1,200	New	+$461K	0.41%	56

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

EMFO LLC's VOO Position: Q2 2024 in Review

EMFO LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 29% in Q2 2024, selling an estimated $111K and leaving 566 shares worth $283K. The position accounts for 0.25% of the portfolio, ranked #74.

EMFO LLC first reported a position in VOO in Q2 2021 and has held it in 13 quarters since. The position peaked at $472K in Q2 2021. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

EMFO LLC held 566 shares of Vanguard S&P 500 ETF worth $283K as of Q2 2024.
EMFO LLC sold 230 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $111K.
Vanguard S&P 500 ETF made up 0.25% of EMFO LLC's portfolio in Q2 2024, its #74 holding.
EMFO LLC first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Vanguard S&P 500 ETF position peaked at $472K in Q2 2021.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.