Gradient Investments’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Gradient Investments’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
2023 Q4	–	Sell	-52	Closed	-$7.73K	–	1920
2023 Q3	$7.73K	Buy	+52	New	+$8.12K	﹤0.01%	856
2022 Q4	–	Sell	-235	Closed	-$29K	–	1667
2022 Q3	$29K	Buy	+235	New	+$32.2K	﹤0.01%	593

Other funds holding VOOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Gradient Investments's VOOV Position: Q4 2023 in Review

Gradient Investments sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2023, closing a stake of 52 shares — an estimated $7.73K sold.

Gradient Investments first reported a position in VOOV in Q3 2022 and held it in 2 quarters. The position peaked at $29K in Q3 2022. 308 funds tracked by Wall St. Rank hold VOOV as of Q4 2023.

Gradient Investments reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 52 Vanguard S&P 500 Value ETF shares in Q4 2023, an estimated $7.73K.
Gradient Investments first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 2 quarters.
Gradient Investments's Vanguard S&P 500 Value ETF position peaked at $29K in Q3 2022.
308 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.