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

JOYN 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
2020
Q1 		$521K Buy
2,202
+873
+66% +$245K 0.17% 46
2019
Q4 		$393K Buy
1,329
+8
+0.6% +$2.26K 0.08% 63
2019
Q3 		$360K Sell
1,321
-62
-4% -$16.8K 0.08% 66
2019
Q2 		$361K Buy
1,383
+90
+7% +$23.8K 0.08% 74
2019
Q1 		$336K Buy
1,293
+8
+0.6% +$2K 0.08% 64
2018
Q4 		$295K Hold
1,285
– – 0.07% 75
2018
Q3 		$343K Buy
+1,285
New +$336K 0.06% 82

Other funds holding VOO

Bank of America
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's VOO Position: Q1 2020 in Review

JOYN Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 66% in Q1 2020, buying an estimated $245K and bringing the position to 2,202 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #46.

JOYN Advisors first reported a position in VOO in Q3 2018 and has held it in 7 quarters since. 1,336 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

  • JOYN Advisors held 2,202 shares of Vanguard S&P 500 ETF worth $521K as of Q1 2020.
  • JOYN Advisors bought 873 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $245K.
  • Vanguard S&P 500 ETF made up 0.17% of JOYN Advisors's portfolio in Q1 2020, its #46 holding.
  • JOYN Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 7 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.