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Jaffetilchin Investment Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Jaffetilchin Investment Partners’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,374
Closed -$675K – 232
2019
Q4 		$675K Buy
5,374
+3,015
+128% +$362K 0.15% 100
2019
Q3 		$271K Buy
+2,359
New +$267K 0.06% 180

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Jaffetilchin Investment Partners's VOOV Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2020, closing a stake of 5,374 shares — an estimated $675K sold.

Jaffetilchin Investment Partners first reported a position in VOOV in Q3 2019 and held it in 2 quarters. The position peaked at $675K in Q4 2019. 112 funds tracked by Wall St. Rank hold VOOV as of Q1 2020.

  • Jaffetilchin Investment Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,374 Vanguard S&P 500 Value ETF shares in Q1 2020, an estimated $675K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard S&P 500 Value ETF in Q3 2019 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Vanguard S&P 500 Value ETF position peaked at $675K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.