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FinTrust Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

FinTrust Capital Advisors’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 		$1.44M Buy
2,734
+108
+4% +$54.9K 0.24% 89
2024
Q2 		$1.31M Buy
2,626
+138
+6% +$66.4K 0.24% 83
2024
Q1 		$1.2M Hold
2,488
– – 0.23% 94
2023
Q4 		$1.09M Buy
2,488
+1,416
+132% +$580K 0.22% 93
2023
Q3 		$421K Buy
1,072
+40
+4% +$16.4K 0.09% 172
2023
Q2 		$363K Hold
1,032
– – 0.09% 189
2023
Q1 		$363K Hold
1,032
– – 0.09% 185
2022
Q4 		$363K Hold
1,032
– – 0.09% 184
2022
Q3 		$352K Buy
1,032
+1
+0.1% +$365 0.09% 190
2022
Q2 		$375K Sell
1,031
-332
-24% -$125K 0.09% 189
2022
Q1 		$565K Buy
1,363
+214
+19% +$87.6K 0.13% 153
2021
Q4 		$502K Buy
1,149
+55
+5% +$23.2K 0.12% 157
2021
Q3 		$431K Buy
1,094
+92
+9% +$37.3K 0.11% 161
2021
Q2 		$394K Hold
1,002
– – 0.1% 173
2021
Q1 		$365K Buy
1,002
+175
+21% +$62.1K 0.11% 169
2020
Q4 		$284K Sell
827
-678
-45% -$221K 0.09% 188
2020
Q3 		$463 Buy
1,505
+10
+0.7% +$3.05K 0.09% 121
2020
Q2 		$424K Sell
1,495
-100
-6% -$26.9K 0.17% 114
2020
Q1 		$378K Sell
1,595
-781
-33% -$219K 0.18% 114
2019
Q4 		$703K Buy
2,376
+800
+51% +$226K 0.28% 74
2019
Q3 		$430K Buy
1,576
+144
+10% +$39.1K 0.15% 135
2019
Q2 		$385K Hold
1,432
– – 0.15% 126
2019
Q1 		$372K Sell
1,432
-843
-37% -$211K 0.16% 125
2018
Q4 		$522K Buy
+2,275
New +$564K 0.26% 88

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FinTrust Capital Advisors's VOO Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q3 2024, buying an estimated $54.9K and bringing the position to 2,734 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #89.

FinTrust Capital Advisors first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • FinTrust Capital Advisors held 2,734 shares of Vanguard S&P 500 ETF worth $1.44M as of Q3 2024.
  • FinTrust Capital Advisors bought 108 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $54.9K.
  • Vanguard S&P 500 ETF made up 0.24% of FinTrust Capital Advisors's portfolio in Q3 2024, its #89 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.