Kistler-Tiffany Companies’s Vanguard S&P 500 ETF VOO Stock Holding History

Kistler-Tiffany Companies’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 Q2	$18.9M	Sell	46,416 -513	-1%	-$198K	3.07%	2
2023 Q1	$17.6M	Sell	46,929 -875	-2%	-$321K	3.36%	2
2022 Q4	$16.8M	Sell	47,804 -9,147	-16%	-$3.23M	3.45%	3
2022 Q3	$18.7M	Sell	56,951 -2,481	-4%	-$906K	4.25%	2
2022 Q2	$20.6M	Buy	59,432 +1,715	+3%	+$646K	4.48%	2
2022 Q1	$24M	Sell	57,717 -11,943	-17%	-$4.89M	4.53%	2
2021 Q4	$30.4M	Buy	69,660 +31,463	+82%	+$13.3M	5.94%	2
2021 Q3	$15.1M	Buy	38,197 +6,718	+21%	+$2.73M	3.41%	5
2021 Q2	$12.4M	Buy	31,479 +10,656	+51%	+$4.09M	2.85%	7
2021 Q1	$7.59M	Buy	20,823 +6,597	+46%	+$2.34M	1.96%	12
2020 Q4	$4.89M	Buy	14,226 +1,815	+15%	+$592K	1.39%	13
2020 Q3	$3.82M	Sell	12,411 -3,392	-21%	-$1.03M	1.22%	17
2020 Q2	$4.48M	Buy	15,803 +4,730	+43%	+$1.27M	1.59%	13
2020 Q1	$3.27M	Hold	11,073	–	–	1.16%	16
2019 Q4	$3.27M	Buy	11,073 +2,555	+30%	+$723K	1.15%	16
2019 Q3	$2.32M	Buy	8,518 +1,638	+24%	+$445K	0.88%	20
2019 Q2	$1.85M	Sell	6,880 -166	-2%	-$43.9K	0.7%	25
2019 Q1	$1.83M	Buy	7,046 +620	+10%	+$155K	0.76%	22
2018 Q4	$1.48M	Buy	6,426 +1,018	+19%	+$252K	0.69%	29
2018 Q3	$1.44M	Buy	5,408 +95	+2%	+$24.9K	0.6%	33
2018 Q2	$1.33M	Buy	5,313 +1,320	+33%	+$328K	0.59%	31
2018 Q1	$967K	Sell	3,993 -332	-8%	-$83.3K	0.4%	48
2017 Q4	$1.06M	Buy	4,325 +521	+14%	+$125K	0.42%	48
2017 Q3	$878K	Buy	3,804 +692	+22%	+$157K	0.37%	51
2017 Q2	$691K	Buy	+3,112	New	+$685K	0.32%	55
2014 Q1	–	Sell	-4,418	Closed	-$747K	–	577
2013 Q4	$747K	Buy	+4,418	New	+$717K	0.56%	39

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Kistler-Tiffany Companies's VOO Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2023, selling an estimated $198K and leaving 46,416 shares worth $18.9M. The position accounts for 3.07% of the portfolio, ranked #2.

Kistler-Tiffany Companies first reported a position in VOO in Q4 2013 and has held it in 26 quarters since. The position peaked at $30.4M in Q4 2021. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Kistler-Tiffany Companies held 46,416 shares of Vanguard S&P 500 ETF worth $18.9M as of Q2 2023.
Kistler-Tiffany Companies sold 513 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $198K.
Vanguard S&P 500 ETF made up 3.07% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #2 holding.
Kistler-Tiffany Companies first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 26 quarters since.
Kistler-Tiffany Companies's Vanguard S&P 500 ETF position peaked at $30.4M in Q4 2021.
2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.