Guardian Capital Advisors (Canada)’s Vanguard S&P 500 ETF VOO Stock Holding History

Guardian Capital Advisors (Canada)’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	$3.39M	Buy	6,481 +40	+0.6%	+$20.3K	0.33%	72
2024 Q2	$3.32M	Buy	6,441 +3	+0%	+$1.44K	0.35%	69
2024 Q1	$2.96M	Hold	6,438	–	–	0.32%	76
2023 Q4	$2.81M	Buy	6,438 +2,048	+47%	+$838K	0.29%	78
2023 Q3	$1.76M	Buy	+4,390	New	+$1.8M	0.2%	90
2020 Q1	–	Sell	-680	Closed	-$205K	–	161
2019 Q4	$205K	Sell	680 -455	-40%	-$129K	0.03%	153
2019 Q3	$300K	Sell	1,135 -5,745	-84%	-$1.56M	0.04%	140
2019 Q2	$1.89M	Buy	6,880 +5,750	+509%	+$1.52M	0.25%	74
2019 Q1	$301K	Sell	1,130 -4,125	-78%	-$1.03M	0.04%	139
2018 Q4	$1.24M	Buy	+5,255	New	+$1.3M	0.18%	85

Other funds holding VOO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s VOO Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Vanguard S&P 500 ETF (VOO) stake by 0.62% in Q3 2024, buying an estimated $20.3K and bringing the position to 6,481 shares worth $3.39M. The position accounts for 0.33% of the portfolio, ranked #72.

Guardian Capital Advisors (Canada) first reported a position in VOO in Q4 2018 and has held it in 10 quarters since. 2,932 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Guardian Capital Advisors (Canada) held 6,481 shares of Vanguard S&P 500 ETF worth $3.39M as of Q3 2024.
Guardian Capital Advisors (Canada) bought 40 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $20.3K.
Vanguard S&P 500 ETF made up 0.33% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #72 holding.
Guardian Capital Advisors (Canada) first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 10 quarters since.
2,932 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.