Integer Wealth Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Integer Wealth Advisors Group’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
2021 Q1	$391K	Hold	1,035	–	–	0.21%	59
2020 Q4	$355K	Hold	1,035	–	–	0.23%	57
2020 Q3	$318K	Hold	1,035	–	–	0.29%	51
2020 Q2	$299K	Sell	1,035 -34	-3%	-$9.15K	0.31%	46
2020 Q1	$287K	Sell	1,069 -129	-11%	-$36.1K	0.33%	45
2019 Q4	$362K	Buy	+1,198	New	+$339K	0.36%	46

Other funds holding VOO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integer Wealth Advisors Group's VOO Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2021 at 1,035 shares worth $391K. The position accounts for 0.21% of the portfolio, ranked #59.

Integer Wealth Advisors Group first reported a position in VOO in Q4 2019 and has held it in 6 quarters since. 1,698 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

Integer Wealth Advisors Group held 1,035 shares of Vanguard S&P 500 ETF worth $391K as of Q1 2021.
Integer Wealth Advisors Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2021.
Vanguard S&P 500 ETF made up 0.21% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #59 holding.
Integer Wealth Advisors Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
1,698 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.