FWM
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Frontier Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Frontier Wealth Management’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
Q2 		$933K Buy
2,689
+375
+16% +$141K 0.07% 185
2022
Q1 		$932K Buy
2,314
+127
+6% +$52K 0.01% 187
2021
Q4 		$955K Buy
2,187
+383
+21% +$162K 0.06% 196
2021
Q3 		$712K Buy
+1,804
New +$732K 0.05% 230
2020
Q2 		– Sell
-1,099
Closed -$260K – 370
2020
Q1 		$260K Buy
+1,099
New +$308K 0.04% 232
2019
Q1 		– Sell
-20,267
Closed -$4.66M – 382
2018
Q4 		$4.66M Buy
+20,267
New +$5.02M 0.71% 29

Other funds holding VOO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return