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Gupta Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Gupta Wealth 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
2016
Q1 		$2.06M Buy
10,897
+9,415
+635% +$1.68M 0.48% 48
2015
Q4 		$277K Sell
1,482
-35
-2% -$6.59K 0.07% 202
2015
Q3 		$267K Buy
1,517
+1,271
+517% +$236K 0.07% 209
2015
Q2 		$46K Buy
246
+160
+186% +$30.8K 0.01% 491
2015
Q1 		$16K Buy
+86
New +$16.3K ﹤0.01% 660

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gupta Wealth Management's VOO Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 635% in Q1 2016, buying an estimated $1.68M and bringing the position to 10,897 shares worth $2.06M. The position accounts for 0.48% of the portfolio, ranked #48.

Gupta Wealth Management first reported a position in VOO in Q1 2015 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold VOO as of Q1 2016.

  • Gupta Wealth Management held 10,897 shares of Vanguard S&P 500 ETF worth $2.06M as of Q1 2016.
  • Gupta Wealth Management bought 9,415 Vanguard S&P 500 ETF shares in Q1 2016, an estimated $1.68M.
  • Vanguard S&P 500 ETF made up 0.48% of Gupta Wealth Management's portfolio in Q1 2016, its #48 holding.
  • Gupta Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 5 quarters since.
  • 504 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.