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Kessler Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Kessler Investment 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
2021
Q4 		– Sell
-18
Closed -$7K – 190
2021
Q3 		$7K Sell
18
-23
-56% -$9.33K 0.01% 133
2021
Q2 		$16K Hold
41
– – 0.01% 96
2021
Q1 		$15K Hold
41
– – 0.02% 78
2020
Q4 		$14K Buy
+41
New +$13.4K 0.02% 87

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kessler Investment Group's VOO Position: Q4 2021 in Review

Kessler Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2021, closing a stake of 18 shares — an estimated $7K sold.

Kessler Investment Group first reported a position in VOO in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

  • Kessler Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Kessler Investment Group sold 18 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $7K.
  • Kessler Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 4 quarters.
  • Kessler Investment Group's Vanguard S&P 500 ETF position peaked at $16K in Q2 2021.
  • 2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Kessler Investment Group's 13F filing for Q4 2021, filed 16 Feb 2022.