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

Intercontinental Wealth Advisors’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
2023 Q2	$1.64M	Buy	4,016 +635	+19%	+$245K	0.39%	47
2023 Q1	$1.27M	Buy	3,381 +1	+0%	+$367	0.33%	65
2022 Q4	$1.19M	Buy	3,380 +309	+10%	+$109K	0.35%	58
2022 Q3	$1.01M	Hold	3,071	–	–	0.32%	75
2022 Q2	$1.06M	Buy	3,071 +100	+3%	+$37.7K	0.29%	76
2022 Q1	$1.23M	Buy	2,971 +12	+0.4%	+$4.91K	0.28%	70
2021 Q4	$1.29M	Buy	2,959 +42	+1%	+$17.7K	0.27%	71
2021 Q3	$1.15M	Sell	2,917 -318	-10%	-$129K	0.27%	79
2021 Q2	$1.27M	Sell	3,235 -8	-0.2%	-$3.07K	0.25%	73
2021 Q1	$1.18M	Hold	3,243	–	–	0.26%	77
2020 Q4	$1.11M	Sell	3,243 -268	-8%	-$87.4K	0.27%	76
2020 Q3	$1.08M	Sell	3,511 -510	-13%	-$155K	0.32%	64
2020 Q2	$1.14M	Buy	4,021 +35	+0.9%	+$9.42K	0.37%	55
2020 Q1	$944K	Buy	3,986 +3,106	+353%	+$870K	0.5%	44
2019 Q4	$269K	Hold	880	–	–	0.22%	76
2019 Q3	$240K	Sell	880 -45	-5%	-$12.2K	0.15%	118
2019 Q2	$249K	Buy	925 +45	+5%	+$11.9K	0.13%	109
2019 Q1	$228K	Hold	880	–	–	0.11%	119
2018 Q4	$202K	Hold	880	–	–	0.11%	118
2018 Q3	$235K	Hold	880	–	–	0.12%	118
2018 Q2	$220K	Hold	880	–	–	0.12%	119
2018 Q1	$213K	Hold	880	–	–	0.12%	122
2017 Q4	$216K	Hold	880	–	–	0.12%	136
2017 Q3	$203K	Buy	+880	New	+$199K	0.12%	129

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intercontinental Wealth Advisors's VOO Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2023, buying an estimated $245K and bringing the position to 4,016 shares worth $1.64M. The position accounts for 0.39% of the portfolio, ranked #47.

Intercontinental Wealth Advisors first reported a position in VOO in Q3 2017 and has held it in 24 quarters since. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Intercontinental Wealth Advisors held 4,016 shares of Vanguard S&P 500 ETF worth $1.64M as of Q2 2023.
Intercontinental Wealth Advisors bought 635 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $245K.
Vanguard S&P 500 ETF made up 0.39% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #47 holding.
Intercontinental Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 24 quarters since.
2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.