KFS
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Kelly Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-35
Closed -$6.15K – 736
2024
Q2 		$6.15K Buy
+35
New +$6.17K ﹤0.01% 473

Other funds holding VOOV

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Kelly Financial Services's VOOV Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2024, closing a stake of 35 shares — an estimated $6.15K sold.

Kelly Financial Services first reported a position in VOOV in Q2 2024 and held it in 1 quarter. The position peaked at $6.15K in Q2 2024. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

  • Kelly Financial Services reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 35 Vanguard S&P 500 Value ETF shares in Q3 2024, an estimated $6.15K.
  • Kelly Financial Services first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's Vanguard S&P 500 Value ETF position peaked at $6.15K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.