Greenfield Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Greenfield Savings Bank’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
2023 Q1	–	Sell	-827	Closed	-$291K	–	141
2022 Q4	$291K	Hold	827	–	–	0.19%	111
2022 Q3	$272K	Sell	827 -3	-0.4%	-$1.1K	0.2%	109
2022 Q2	$288K	Buy	+830	New	+$313K	0.19%	111

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Greenfield Savings Bank's VOO Position: Q1 2023 in Review

Greenfield Savings Bank sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 827 shares — an estimated $291K sold.

Greenfield Savings Bank first reported a position in VOO in Q2 2022 and held it in 3 quarters. The position peaked at $291K in Q4 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Greenfield Savings Bank reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Greenfield Savings Bank sold 827 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $291K.
Greenfield Savings Bank first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 3 quarters.
Greenfield Savings Bank's Vanguard S&P 500 ETF position peaked at $291K in Q4 2022.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Greenfield Savings Bank's 13F filing for Q1 2023, filed 12 Apr 2023.