Kays Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Kays Financial Advisory’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 Q3	$343K	Buy	+1,115	New	+$340K	0.06%	73

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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 $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kays Financial Advisory's VOO Position: Q3 2020 in Review

Kays Financial Advisory opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2020: 1,115 shares worth $343K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

Kays Financial Advisory held 1,115 shares of Vanguard S&P 500 ETF worth $343K as of Q3 2020.
Vanguard S&P 500 ETF was a new Kays Financial Advisory position in Q3 2020.
Vanguard S&P 500 ETF made up 0.06% of Kays Financial Advisory's portfolio in Q3 2020, its #73 holding.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.