Idaho Trust Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Idaho Trust Bank’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	-1,429	Closed	-$687K	–	150
2024 Q1	$687K	Buy	+1,429	New	+$654K	0.66%	40

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

Idaho Trust Bank's VOO Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 1,429 shares — an estimated $687K sold.

Idaho Trust Bank first reported a position in VOO in Q1 2024 and held it in 1 quarter. The position peaked at $687K in Q1 2024. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Idaho Trust Bank reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 1,429 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $687K.
Idaho Trust Bank first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's Vanguard S&P 500 ETF position peaked at $687K in Q1 2024.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.