Guidant Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$4.57M	Sell	16,764 -1,334	-7%	-$362K	1.7%	20
2019 Q2	$4.87M	Sell	18,098 -1,659	-8%	-$439K	1.88%	18
2019 Q1	$5.13M	Sell	19,757 -4,617	-19%	-$1.15M	2%	18
2018 Q4	$5.6M	Sell	24,374 -3,864	-14%	-$957K	2.61%	13
2018 Q3	$7.57M	Sell	28,238 -2,838	-9%	-$743K	3.16%	15
2018 Q2	$7.76M	Sell	31,076 -2,120	-6%	-$526K	3.38%	13
2018 Q1	$7.85M	Sell	33,196 -513	-2%	-$129K	3.55%	12
2017 Q4	$8.49M	Buy	33,709 +754	+2%	+$180K	3.8%	11
2017 Q3	$7.69M	Buy	32,955 +3,125	+10%	+$708K	5.46%	8
2017 Q2	$6.64M	Buy	29,830 +1,196	+4%	+$263K	3.43%	8
2017 Q1	$6.17M	Buy	28,634 +6,415	+29%	+$1.37M	3.24%	9
2016 Q4	$4.63M	Buy	22,219 +8,546	+63%	+$1.71M	2.63%	13
2016 Q3	$2.69M	Buy	+13,673	New	+$2.71M	1.66%	21

Other funds holding VOO

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

RJA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Guidant Wealth Advisors's VOO Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q3 2019, selling an estimated $362K and leaving 16,764 shares worth $4.57M. The position accounts for 1.7% of the portfolio, ranked #20.

Guidant Wealth Advisors first reported a position in VOO in Q3 2016 and has held it in 13 quarters since. The position peaked at $8.49M in Q4 2017. 1,125 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

Guidant Wealth Advisors held 16,764 shares of Vanguard S&P 500 ETF worth $4.57M as of Q3 2019.
Guidant Wealth Advisors sold 1,334 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $362K.
Vanguard S&P 500 ETF made up 1.7% of Guidant Wealth Advisors's portfolio in Q3 2019, its #20 holding.
Guidant Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard S&P 500 ETF position peaked at $8.49M in Q4 2017.
1,125 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.