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

Filbrandt 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
2020 Q3	–	Sell	-21	Closed	-$6K	–	348
2020 Q2	$6K	Sell	21 -137	-87%	-$36.9K	﹤0.01%	259
2020 Q1	$37K	Buy	+158	New	+$44.3K	0.04%	85

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Filbrandt Wealth Management's VOO Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 21 shares — an estimated $6K sold.

Filbrandt Wealth Management first reported a position in VOO in Q1 2020 and held it in 2 quarters. The position peaked at $37K in Q1 2020. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

Filbrandt Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 21 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $6K.
Filbrandt Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 2 quarters.
Filbrandt Wealth Management's Vanguard S&P 500 ETF position peaked at $37K in Q1 2020.
1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.