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Gateway Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Gateway Advisory’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 		– Sell
-638
Closed -$319K – 145
2024
Q2 		$319K Buy
+638
New +$307K 0.05% 116
2023
Q4 		– Sell
-531
Closed -$208K – 145
2023
Q3 		$208K Buy
+531
New +$217K 0.04% 101
2022
Q3 		– Sell
-4,916
Closed -$1.71M – 93
2022
Q2 		$1.71M Buy
4,916
+4,301
+699% +$1.62M 0.73% 22
2022
Q1 		$255K Buy
615
+1
+0.2% +$409 0.07% 79
2021
Q4 		$268K Sell
614
-6
-1% -$2.53K 0.06% 85
2021
Q3 		$245K Buy
620
+6
+1% +$2.43K 0.05% 98
2021
Q2 		$242K Sell
614
-15
-2% -$5.76K 0.05% 93
2021
Q1 		$229K Hold
629
– – 0.06% 74
2020
Q4 		$216K Sell
629
-42
-6% -$13.7K 0.05% 67
2020
Q3 		$207K Sell
671
-6,952
-91% -$2.12M 0.05% 57
2020
Q2 		$2.16M Buy
7,623
+6,773
+797% +$1.82M 0.63% 28
2020
Q1 		$201K Sell
850
-16,431
-95% -$4.6M 0.07% 50
2019
Q4 		$5.11M Buy
17,281
+7,169
+71% +$2.03M 1.26% 23
2019
Q3 		$2.76M Sell
10,112
-9,058
-47% -$2.46M 0.94% 24
2019
Q2 		$5.16M Sell
19,170
-4,114
-18% -$1.09M 1.33% 24
2019
Q1 		$6.04M Buy
+23,284
New +$5.82M 1.57% 20
2017
Q2 		– Sell
-1,058
Closed -$227K – 96
2017
Q1 		$227K Buy
+1,058
New +$226K 0.07% 78

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

Gateway Advisory's VOO Position: Q3 2024 in Review

Gateway Advisory sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 638 shares — an estimated $319K sold.

Gateway Advisory first reported a position in VOO in Q1 2017 and held it in 17 quarters. The position peaked at $6.04M in Q1 2019. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Gateway Advisory reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Gateway Advisory sold 638 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $319K.
  • Gateway Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2017 and held it in 17 quarters.
  • Gateway Advisory's Vanguard S&P 500 ETF position peaked at $6.04M in Q1 2019.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.