Guild Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Guild Investment Management’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 Q2	–	Sell	-6,825	Closed	-$3.28M	–	61
2024 Q1	$3.28M	Buy	+6,825	New	+$3.12M	4.19%	5
2022 Q2	–	Sell	-840	Closed	-$349K	–	86
2022 Q1	$349K	Sell	840 -1,265	-60%	-$518K	0.36%	53
2021 Q4	$919K	Buy	+2,105	New	+$889K	0.93%	35
2018 Q1	–	Sell	-40,825	Closed	-$10M	–	43
2017 Q4	$10M	Sell	40,825 -3,735	-8%	-$893K	9.39%	3
2017 Q3	$10.3M	Sell	44,560 -900	-2%	-$204K	10.85%	2
2017 Q2	$10.1M	Buy	+45,460	New	+$10M	10.84%	3
2017 Q1	–	Sell	-1,760	Closed	-$361K	–	40
2016 Q4	$361K	Buy	+1,760	New	+$353K	0.33%	22

Other funds holding VOO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Guild Investment Management's VOO Position: Q2 2024 in Review

Guild Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 6,825 shares — an estimated $3.28M sold.

Guild Investment Management first reported a position in VOO in Q4 2016 and held it in 7 quarters. The position peaked at $10.3M in Q3 2017. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Guild Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Guild Investment Management sold 6,825 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $3.28M.
Guild Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 7 quarters.
Guild Investment Management's Vanguard S&P 500 ETF position peaked at $10.3M in Q3 2017.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Guild Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.