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

JBJ 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
2021 Q4	$503K	Buy	1,152 +400	+53%	+$169K	0.1%	41
2021 Q3	$296K	Sell	752 -58	-7%	-$23.5K	0.06%	52
2021 Q2	$319K	Buy	810 +58	+8%	+$22.3K	0.07%	51
2021 Q1	$274K	Buy	+752	New	+$267K	0.06%	52
2019 Q2	–	Sell	-212	Closed	-$55K	–	184
2019 Q1	$55K	Buy	+212	New	+$53K	0.02%	87

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

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

PPA

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

JBJ Investment Partners's VOO Position: Q4 2021 in Review

JBJ Investment Partners increased its Vanguard S&P 500 ETF (VOO) stake by 53% in Q4 2021, buying an estimated $169K and bringing the position to 1,152 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #41.

JBJ Investment Partners first reported a position in VOO in Q1 2019 and has held it in 5 quarters since. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

JBJ Investment Partners held 1,152 shares of Vanguard S&P 500 ETF worth $503K as of Q4 2021.
JBJ Investment Partners bought 400 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $169K.
Vanguard S&P 500 ETF made up 0.1% of JBJ Investment Partners's portfolio in Q4 2021, its #41 holding.
JBJ Investment Partners first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 5 quarters since.
2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.