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

Karp Capital Management’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	-59,991	Closed	-$19.7M	–	109
2022 Q3	$19.7M	Buy	59,991 +20,865	+53%	+$7.62M	4.03%	4
2022 Q2	$13.6M	Sell	39,126 -24,615	-39%	-$9.27M	2.4%	8
2022 Q1	$26.5M	Buy	63,741 +37,451	+142%	+$15.3M	3.85%	1
2021 Q4	$11.5M	Buy	26,290 +9,016	+52%	+$3.81M	1.44%	24
2021 Q3	$6.81M	Buy	17,274 +3,021	+21%	+$1.23M	0.96%	40
2021 Q2	$5.61M	Buy	14,253 +3	+0%	+$1.15K	0.83%	41
2021 Q1	$5.19M	Sell	14,250 -461	-3%	-$163K	0.94%	38
2020 Q4	$5.06M	Sell	14,711 -1,039	-7%	-$339K	1.04%	37
2020 Q3	$4.84M	Buy	+15,750	New	+$4.8M	1.19%	37

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

Karp Capital Management's VOO Position: Q4 2022 in Review

Karp Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 59,991 shares — an estimated $19.7M sold.

Karp Capital Management first reported a position in VOO in Q3 2020 and held it in 9 quarters. The position peaked at $26.5M in Q1 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Karp Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 59,991 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $19.7M.
Karp Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 9 quarters.
Karp Capital Management's Vanguard S&P 500 ETF position peaked at $26.5M in Q1 2022.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.