First Personal Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

First Personal Financial Services’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	-30	Closed	-$9K	–	307
2020 Q2	$9K	Hold	30	–	–	﹤0.01%	263
2020 Q1	$7K	Sell	30 -2	-6%	-$560	﹤0.01%	261
2019 Q4	$9K	Sell	32 -1,820	-98%	-$515K	﹤0.01%	286
2019 Q3	$505K	Hold	1,852	–	–	0.16%	89
2019 Q2	$498K	Buy	1,852 +2	+0.1%	+$529	0.14%	118
2019 Q1	$480K	Buy	1,850 +1,720	+1,323%	+$430K	0.15%	119
2018 Q4	$30K	Hold	130	–	–	0.01%	328
2018 Q3	$35K	Hold	130	–	–	0.01%	331
2018 Q2	$32K	Hold	130	–	–	0.01%	338
2018 Q1	$31K	Hold	130	–	–	0.01%	543
2017 Q4	$32K	Hold	130	–	–	0.01%	552
2017 Q3	$30K	Hold	130	–	–	0.01%	515
2017 Q2	$29K	Hold	130	–	–	0.01%	518
2017 Q1	$28K	Hold	130	–	–	0.01%	513
2016 Q4	$27K	Hold	130	–	–	0.01%	490
2016 Q3	$26K	Buy	+130	New	+$25.8K	0.01%	390

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

First Personal Financial Services's VOO Position: Q3 2020 in Review

First Personal Financial Services sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 30 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in VOO in Q3 2016 and held it in 16 quarters. The position peaked at $505K in Q3 2019. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

First Personal Financial Services reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
First Personal Financial Services sold 30 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $9K.
First Personal Financial Services first reported a position in Vanguard S&P 500 ETF in Q3 2016 and held it in 16 quarters.
First Personal Financial Services's Vanguard S&P 500 ETF position peaked at $505K in Q3 2019.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on First Personal Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.