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

Horst & Graben 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
2022
Q1 		– Sell
-1,525
Closed -$666K – 143
2021
Q4 		$666K Buy
1,525
+110
+8% +$46.4K 0.17% 65
2021
Q3 		$558K Buy
+1,415
New +$574K 0.15% 75

Other funds holding VOO

Bank of America
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horst & Graben Wealth Management's VOO Position: Q1 2022 in Review

Horst & Graben Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 1,525 shares — an estimated $666K sold.

Horst & Graben Wealth Management first reported a position in VOO in Q3 2021 and held it in 2 quarters. The position peaked at $666K in Q4 2021. 2,129 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Horst & Graben Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 1,525 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $666K.
  • Horst & Graben Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 2 quarters.
  • Horst & Graben Wealth Management's Vanguard S&P 500 ETF position peaked at $666K in Q4 2021.
  • 2,129 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.