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

FirstPurpose Wealth’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 Q1	$352K	Sell	744 -23	-3%	-$10.5K	0.13%	147
2023 Q4	$335K	Sell	767 -35	-4%	-$14.3K	0.13%	146
2023 Q3	$315K	Sell	802 -48	-6%	-$19.6K	0.14%	128
2023 Q2	$346K	Buy	850 +113	+15%	+$43.6K	0.15%	118
2023 Q1	$277K	Sell	737 -73	-9%	-$26.8K	0.14%	137
2022 Q4	$284K	Sell	810 -155	-16%	-$54.8K	0.16%	122
2022 Q3	$317K	Buy	965 +92	+11%	+$33.6K	0.21%	88
2022 Q2	$303K	Buy	873 +43	+5%	+$16.2K	0.2%	88
2022 Q1	$344K	Buy	830 +214	+35%	+$87.6K	0.27%	85
2021 Q4	$269K	Buy	+616	New	+$260K	0.17%	106

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FirstPurpose Wealth's VOO Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2024, selling an estimated $10.5K and leaving 744 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #147.

FirstPurpose Wealth first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. 2,747 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

FirstPurpose Wealth held 744 shares of Vanguard S&P 500 ETF worth $352K as of Q1 2024.
FirstPurpose Wealth sold 23 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $10.5K.
Vanguard S&P 500 ETF made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #147 holding.
FirstPurpose Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
2,747 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.