Family Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Family Asset 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
2024 Q3	$429K	Sell	813 -63	-7%	-$32K	0.26%	75
2024 Q2	$438K	Buy	876 +43	+5%	+$20.7K	0.28%	74
2024 Q1	$400K	Hold	833	–	–	0.25%	75
2023 Q4	$364K	Hold	833	–	–	0.24%	79
2023 Q3	$327K	Sell	833 -17	-2%	-$6.95K	0.24%	71
2023 Q2	$346K	Hold	850	–	–	0.23%	74
2023 Q1	$320K	Sell	850 -43	-5%	-$15.8K	0.23%	72
2022 Q4	$314K	Buy	+893	New	+$315K	0.26%	67

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Family Asset Management's VOO Position: Q3 2024 in Review

Family Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q3 2024, selling an estimated $32K and leaving 813 shares worth $429K. The position accounts for 0.26% of the portfolio, ranked #75.

Family Asset Management first reported a position in VOO in Q4 2022 and has held it in 8 quarters since. The position peaked at $438K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Family Asset Management held 813 shares of Vanguard S&P 500 ETF worth $429K as of Q3 2024.
Family Asset Management sold 63 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $32K.
Vanguard S&P 500 ETF made up 0.26% of Family Asset Management's portfolio in Q3 2024, its #75 holding.
Family Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's Vanguard S&P 500 ETF position peaked at $438K in Q2 2024.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.