Kingsbury Capital Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kingsbury Capital Investment Advisors’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 Q3	$295K	Buy	897 +30	+3%	+$11K	0.45%	46
2022 Q2	$301K	Hold	867	–	–	0.41%	55
2022 Q1	$360K	Buy	+867	New	+$355K	0.4%	48

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Kingsbury Capital Investment Advisors's VOO Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q3 2022, buying an estimated $11K and bringing the position to 897 shares worth $295K. The position accounts for 0.45% of the portfolio, ranked #46.

Kingsbury Capital Investment Advisors first reported a position in VOO in Q1 2022 and has held it in 3 quarters since. The position peaked at $360K in Q1 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Kingsbury Capital Investment Advisors held 897 shares of Vanguard S&P 500 ETF worth $295K as of Q3 2022.
Kingsbury Capital Investment Advisors bought 30 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $11K.
Vanguard S&P 500 ETF made up 0.45% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #46 holding.
Kingsbury Capital Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's Vanguard S&P 500 ETF position peaked at $360K in Q1 2022.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.