Estate Counselors’s Vanguard S&P 500 ETF VOO Stock Holding History

Estate Counselors’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
2020 Q1	–	Sell	-1,050	Closed	-$311K	–	139
2019 Q4	$311K	Hold	1,050	–	–	0.05%	70
2019 Q3	$286K	Hold	1,050	–	–	0.04%	65
2019 Q2	$283K	Sell	1,050 -550	-34%	-$146K	0.04%	64
2019 Q1	$415K	Hold	1,600	–	–	0.07%	58
2018 Q4	$368K	Hold	1,600	–	–	0.07%	59
2018 Q3	$427K	Hold	1,600	–	–	0.08%	55
2018 Q2	$399K	Hold	1,600	–	–	0.08%	58
2018 Q1	$387K	Buy	+1,600	New	+$401K	0.07%	60

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Estate Counselors's VOO Position: Q1 2020 in Review

Estate Counselors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2020, closing a stake of 1,050 shares — an estimated $311K sold.

Estate Counselors first reported a position in VOO in Q1 2018 and held it in 8 quarters. The position peaked at $427K in Q3 2018. 1,336 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

Estate Counselors reported no remaining Vanguard S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Estate Counselors sold 1,050 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $311K.
Estate Counselors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 8 quarters.
Estate Counselors's Vanguard S&P 500 ETF position peaked at $427K in Q3 2018.
1,336 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on Estate Counselors's 13F filing for Q1 2020, filed 28 Apr 2020.