Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Investment Partners’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
2022 Q4	–	Sell	-1,182	Closed	-$388K	–	245
2022 Q3	$388K	Buy	+1,182	New	+$432K	0.12%	167
2021 Q1	–	Sell	-1,000	Closed	-$344K	–	161
2020 Q4	$344K	Hold	1,000	–	–	0.18%	93
2020 Q3	$308K	Buy	+1,000	New	+$305K	0.18%	95

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Investment Partners's VOO Position: Q4 2022 in Review

Investment Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 1,182 shares — an estimated $388K sold.

Investment Partners first reported a position in VOO in Q3 2020 and held it in 3 quarters. The position peaked at $388K in Q3 2022. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Investment Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 1,182 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $388K.
Investment Partners first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 3 quarters.
Investment Partners's Vanguard S&P 500 ETF position peaked at $388K in Q3 2022.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.