FourThought Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

FourThought Financial’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
2022 Q3	$4.5M	Sell	13,714 -1,792	-12%	-$655K	0.67%	38
2022 Q2	$5.38M	Sell	15,506 -282	-2%	-$106K	0.79%	34
2022 Q1	$6.55M	Buy	15,788 +14,878	+1,635%	+$6.09M	0.83%	33
2021 Q4	$397K	Buy	910 +1	+0.1%	+$422	0.05%	239
2021 Q3	$358K	Buy	909 +1	+0.1%	+$406	0.05%	249
2021 Q2	$357K	Buy	908 +1	+0.1%	+$384	0.05%	260
2021 Q1	$330K	Sell	907 -69	-7%	-$24.5K	0.05%	274
2020 Q4	$335K	Buy	+976	New	+$318K	0.05%	261

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

FourThought Financial's VOO Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2022, selling an estimated $655K and leaving 13,714 shares worth $4.5M. The position accounts for 0.67% of the portfolio, ranked #38.

FourThought Financial first reported a position in VOO in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.55M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

FourThought Financial held 13,714 shares of Vanguard S&P 500 ETF worth $4.5M as of Q3 2022.
FourThought Financial sold 1,792 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $655K.
Vanguard S&P 500 ETF made up 0.67% of FourThought Financial's portfolio in Q3 2022, its #38 holding.
FourThought Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard S&P 500 ETF position peaked at $6.55M in Q1 2022.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.