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Kerntke Otto McGlone Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023
Q1 		– Sell
-188
Closed -$66K – 122
2022
Q4 		$66K Buy
+188
New +$66.4K 0.08% 76

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VOO Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 188 shares — an estimated $66K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VOO in Q4 2022 and held it in 1 quarter. The position peaked at $66K in Q4 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 188 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $66K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard S&P 500 ETF position peaked at $66K in Q4 2022.
  • 2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.