FSWA
VOOV icon

Financial Synergies Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$634 – 504
2022
Q3 		$634 Hold
5
– – ﹤0.01% 349
2022
Q2 		$679 Buy
+5
New +$714 ﹤0.01% 350

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Financial Synergies Wealth Advisors's VOOV Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2022, closing a stake of 5 shares — an estimated $634 sold.

Financial Synergies Wealth Advisors first reported a position in VOOV in Q2 2022 and held it in 2 quarters. The position peaked at $679 in Q2 2022. 275 funds tracked by Wall St. Rank hold VOOV as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Vanguard S&P 500 Value ETF shares in Q4 2022, an estimated $634.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $679 in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.