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GeoWealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

GeoWealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,754
Closed -$432K – 222
2019
Q3 		$432K Buy
+3,754
New +$425K 0.1% 111

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's VOOV Position: Q4 2019 in Review

GeoWealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2019, closing a stake of 3,754 shares — an estimated $432K sold.

GeoWealth Management first reported a position in VOOV in Q3 2019 and held it in 1 quarter. The position peaked at $432K in Q3 2019. 123 funds tracked by Wall St. Rank hold VOOV as of Q4 2019.

  • GeoWealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 3,754 Vanguard S&P 500 Value ETF shares in Q4 2019, an estimated $432K.
  • GeoWealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Vanguard S&P 500 Value ETF position peaked at $432K in Q3 2019.
  • 123 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.