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Householder Group Estate & Retirement Specialist’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$119K – 1342
2023
Q3 		$119K Buy
+800
New +$125K 0.04% 286
2023
Q1 		$117K Buy
+800
New +$117K 0.04% 275
2022
Q4 		– Sell
-800
Closed -$99K – 1133
2022
Q3 		$99K Buy
+800
New +$110K 0.04% 276

Other funds holding VOOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VOOV Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2023, closing a stake of 800 shares — an estimated $119K sold.

Householder Group Estate & Retirement Specialist first reported a position in VOOV in Q3 2022 and held it in 3 quarters. The position peaked at $119K in Q3 2023. 308 funds tracked by Wall St. Rank hold VOOV as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 800 Vanguard S&P 500 Value ETF shares in Q4 2023, an estimated $119K.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Vanguard S&P 500 Value ETF position peaked at $119K in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.