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Keystone Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Keystone Wealth Partners’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
Q1 		– Sell
-3,650
Closed -$1.59M – 35
2021
Q4 		$1.59M Buy
+3,650
New +$1.54M 0.7% 14

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Wealth Partners's VOO Position: Q1 2022 in Review

Keystone Wealth Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 3,650 shares — an estimated $1.59M sold.

Keystone Wealth Partners first reported a position in VOO in Q4 2021 and held it in 1 quarter. The position peaked at $1.59M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Keystone Wealth Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Partners sold 3,650 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $1.59M.
  • Keystone Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Partners's Vanguard S&P 500 ETF position peaked at $1.59M in Q4 2021.
  • 2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.