InterOcean Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

InterOcean Capital’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
2020 Q2	$2.29M	Buy	8,097 +345	+4%	+$92.9K	0.17%	66
2020 Q1	$1.84M	Buy	7,752 +4,505	+139%	+$1.26M	0.17%	67
2019 Q4	$960K	Hold	3,247	–	–	0.07%	106
2019 Q3	$885K	Buy	3,247 +655	+25%	+$178K	0.07%	107
2019 Q2	$698K	Sell	2,592 -374	-13%	-$98.9K	0.06%	111
2019 Q1	$770K	Buy	2,966 +66	+2%	+$16.5K	0.07%	101
2018 Q4	$666K	Buy	2,900 +470	+19%	+$116K	0.07%	113
2018 Q3	$649K	Sell	2,430 -212	-8%	-$55.5K	0.07%	123
2018 Q2	$659K	Buy	+2,642	New	+$656K	0.08%	116

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

InterOcean Capital's VOO Position: Q2 2020 in Review

InterOcean Capital increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2020, buying an estimated $92.9K and bringing the position to 8,097 shares worth $2.29M. The position accounts for 0.17% of the portfolio, ranked #66.

InterOcean Capital first reported a position in VOO in Q2 2018 and has held it in 9 quarters since. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

InterOcean Capital held 8,097 shares of Vanguard S&P 500 ETF worth $2.29M as of Q2 2020.
InterOcean Capital bought 345 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $92.9K.
Vanguard S&P 500 ETF made up 0.17% of InterOcean Capital's portfolio in Q2 2020, its #66 holding.
InterOcean Capital first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 9 quarters since.
1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.