Financial Architects (New Jersey)’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$1.06M	Buy	2,597 +230	+10%	+$88.7K	0.16%	133
2023 Q1	$890K	Sell	2,367 -17	-0.7%	-$6.23K	0.14%	150
2022 Q4	$837K	Buy	2,384 +42	+2%	+$14.8K	0.14%	153
2022 Q3	$769K	Buy	+2,342	New	+$855K	0.13%	151
2022 Q2	–	Sell	-1,764	Closed	-$732K	–	292
2022 Q1	$732K	Sell	1,764 -21	-1%	-$8.6K	0.1%	173
2021 Q4	$779K	Sell	1,785 -15	-0.8%	-$6.33K	0.11%	170
2021 Q3	$710K	Sell	1,800 -31	-2%	-$12.6K	0.1%	161
2021 Q2	$721K	Buy	1,831 +454	+33%	+$174K	0.1%	166
2021 Q1	$502K	Buy	1,377 +461	+50%	+$163K	0.08%	189
2020 Q4	$315K	Buy	+916	New	+$299K	0.06%	217
2020 Q3	–	Sell	-287	Closed	-$81K	–	757
2020 Q2	$81K	Sell	287 -304	-51%	-$81.8K	0.02%	358
2020 Q1	$140K	Buy	591 +422	+250%	+$118K	0.04%	265
2019 Q4	$50K	Hold	169	–	–	0.01%	433
2019 Q3	$46K	Hold	169	–	–	0.01%	456
2019 Q2	$45K	Sell	169 -14,186	-99%	-$3.75M	0.01%	538
2019 Q1	$3.73M	Buy	14,355 +119	+0.8%	+$29.7K	0.63%	32
2018 Q4	$3.27M	Buy	14,236 +143	+1%	+$35.4K	0.63%	32
2018 Q3	$3.76M	Buy	14,093 +64	+0.5%	+$16.7K	0.61%	32
2018 Q2	$3.5M	Sell	14,029 -125	-0.9%	-$31K	0.63%	34
2018 Q1	$3.43M	Sell	14,154 -8,799	-38%	-$2.21M	0.67%	29
2017 Q4	$5.63M	Buy	22,953 +127	+0.6%	+$30.4K	0.94%	23
2017 Q3	$5.27M	Buy	22,826 +113	+0.5%	+$25.6K	0.94%	22
2017 Q2	$5.04M	Sell	22,713 -3,074	-12%	-$677K	0.9%	23
2017 Q1	$5.58M	Buy	25,787 +21,982	+578%	+$4.69M	0.99%	24
2016 Q4	$781K	Buy	3,805 +402	+12%	+$80.7K	0.18%	100
2016 Q3	$676K	Buy	3,403 +15	+0.4%	+$2.98K	0.18%	108
2016 Q2	$651K	Buy	3,388 +16	+0.5%	+$3.05K	0.18%	108
2016 Q1	$636K	Sell	3,372 -7	-0.2%	-$1.25K	0.23%	91
2015 Q4	$632K	Buy	3,379 +18	+0.5%	+$3.39K	0.25%	92
2015 Q3	$591K	Buy	3,361 +17	+0.5%	+$3.16K	0.25%	90
2015 Q2	$632K	Buy	3,344 +14	+0.4%	+$2.7K	0.23%	84
2015 Q1	$630K	Buy	3,330 +3,130	+1,565%	+$592K	0.24%	80
2014 Q4	$38K	Hold	200	–	–	0.02%	392
2014 Q3	$36K	Hold	200	–	–	0.02%	363
2014 Q2	$36K	Buy	+200	New	+$34.9K	0.02%	378

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Financial Architects (New Jersey)'s VOO Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Vanguard S&P 500 ETF (VOO) stake by 9.7% in Q2 2023, buying an estimated $88.7K and bringing the position to 2,597 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #133.

Financial Architects (New Jersey) first reported a position in VOO in Q2 2014 and has held it in 35 quarters since. The position peaked at $5.63M in Q4 2017. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Financial Architects (New Jersey) held 2,597 shares of Vanguard S&P 500 ETF worth $1.06M as of Q2 2023.
Financial Architects (New Jersey) bought 230 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $88.7K.
Vanguard S&P 500 ETF made up 0.16% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #133 holding.
Financial Architects (New Jersey) first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 35 quarters since.
Financial Architects (New Jersey)'s Vanguard S&P 500 ETF position peaked at $5.63M in Q4 2017.
2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.