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GHP Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

GHP Investment Advisors’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
2022
Q3 		– Sell
-187
Closed -$25K – 980
2022
Q2 		$25K Hold
187
– – ﹤0.01% 552
2022
Q1 		$28K Buy
+187
New +$27.8K ﹤0.01% 565

Other funds holding VOOV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GHP Investment Advisors's VOOV Position: Q3 2022 in Review

GHP Investment Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 187 shares — an estimated $25K sold.

GHP Investment Advisors first reported a position in VOOV in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

  • GHP Investment Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 187 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $25K.
  • GHP Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and held it in 2 quarters.
  • GHP Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $28K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on GHP Investment Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.