KPP Advisory Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

KPP Advisory Services’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,362	Closed	-$203K	–	217
2023 Q3	$203K	Buy	+1,362	New	+$213K	0.07%	203

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

KPP Advisory Services's VOOV Position: Q4 2023 in Review

KPP Advisory Services sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2023, closing a stake of 1,362 shares — an estimated $203K sold.

KPP Advisory Services first reported a position in VOOV in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 308 funds tracked by Wall St. Rank hold VOOV as of Q4 2023.

KPP Advisory Services reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
KPP Advisory Services sold 1,362 Vanguard S&P 500 Value ETF shares in Q4 2023, an estimated $203K.
KPP Advisory Services first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and held it in 1 quarter.
KPP Advisory Services's Vanguard S&P 500 Value ETF position peaked at $203K in Q3 2023.
308 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.