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

Kowal 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
2024
Q3 		$424K Buy
803
+2
+0.2% +$1.02K 0.08% 129
2024
Q2 		$401K Sell
801
-5
-0.6% -$2.41K 0.08% 118
2024
Q1 		$387K Buy
806
+6
+0.8% +$2.75K 0.08% 120
2023
Q4 		$349K Sell
800
-11
-1% -$4.5K 0.08% 114
2023
Q3 		$319K Sell
811
-157
-16% -$64.2K 0.09% 107
2023
Q2 		$394K Buy
968
+93
+11% +$35.9K 0.11% 97
2023
Q1 		$329K Sell
875
-1,003
-53% -$368K 0.09% 105
2022
Q4 		$660K Buy
1,878
+119
+7% +$42K 0.2% 70
2022
Q3 		$577K Buy
1,759
+251
+17% +$91.7K 0.2% 62
2022
Q2 		$523K Buy
1,508
+494
+49% +$186K 0.17% 59
2022
Q1 		$421K Sell
1,014
-171
-14% -$70K 0.13% 72
2021
Q4 		$517K Hold
1,185
– – 0.15% 53
2021
Q3 		$467K Sell
1,185
-349
-23% -$142K 0.15% 55
2021
Q2 		$604K Sell
1,534
-148
-9% -$56.8K 0.22% 42
2021
Q1 		$613K Sell
1,682
-943
-36% -$334K 0.25% 37
2020
Q4 		$914K Buy
+2,625
New +$856K 0.42% 21

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kowal Investment Group's VOO Position: Q3 2024 in Review

Kowal Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.25% in Q3 2024, buying an estimated $1.02K and bringing the position to 803 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #129.

Kowal Investment Group first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. The position peaked at $914K in Q4 2020. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Kowal Investment Group held 803 shares of Vanguard S&P 500 ETF worth $424K as of Q3 2024.
  • Kowal Investment Group bought 2 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $1.02K.
  • Vanguard S&P 500 ETF made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #129 holding.
  • Kowal Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Vanguard S&P 500 ETF position peaked at $914K in Q4 2020.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.