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Laurel Wealth Advisors (California)’s Vanguard S&P 500 ETF VOO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.65M Buy
7,545
+71
+0.9% +$25.1K 0.26% 91
2022
Q3 		$2.45M Buy
7,474
+106
+1% +$38.7K 0.26% 88
2022
Q2 		$2.56M Sell
7,368
-266
-3% -$100K 0.26% 92
2022
Q1 		$3.17M Sell
7,634
-1,771
-19% -$725K 0.26% 88
2021
Q4 		$4.11M Sell
9,405
-331
-3% -$140K 0.32% 76
2021
Q3 		$3.84M Buy
9,736
+1,612
+20% +$654K 0.71% 25
2021
Q2 		$3.2M Buy
8,124
+204
+3% +$78.3K 0.41% 51
2021
Q1 		$2.88M Sell
7,920
-2,408
-23% -$854K 0.44% 52
2020
Q4 		$3.55M Buy
10,328
+441
+4% +$144K 0.52% 46
2020
Q3 		$3.04M Buy
9,887
+239
+2% +$72.8K 0.5% 49
2020
Q2 		$2.73M Buy
9,648
+1,013
+12% +$273K 0.5% 50
2020
Q1 		$2.04M Sell
8,635
-14,859
-63% -$4.16M 0.47% 54
2019
Q4 		$6.95M Sell
23,494
-5,915
-20% -$1.67M 1.16% 9
2019
Q3 		$8.02M Buy
29,409
+7,553
+35% +$2.05M 1.37% 7
2019
Q2 		$5.88M Buy
21,856
+928
+4% +$246K 1.29% 8
2019
Q1 		$5.43M Sell
20,928
-11
-0.1% -$2.75K 1.34% 7
2018
Q4 		$4.81M Buy
20,939
+8,800
+72% +$2.18M 1.42% 9
2018
Q3 		$3.24M Buy
12,139
+1,144
+10% +$299K 0.8% 23
2018
Q2 		$2.74M Buy
10,995
+1,758
+19% +$436K 0.73% 29
2018
Q1 		$2.24M Sell
9,237
-138
-1% -$34.6K 0.69% 32
2017
Q4 		$2.3M Buy
9,375
+160
+2% +$38.2K 0.66% 34
2017
Q3 		$2.13M Sell
9,215
-1,267
-12% -$287K 0.71% 30
2017
Q2 		$2.33M Buy
10,482
+699
+7% +$154K 0.83% 22
2017
Q1 		$2.12M Buy
9,783
+745
+8% +$159K 0.82% 23
2016
Q4 		$1.85M Buy
9,038
+867
+11% +$174K 0.82% 25
2016
Q3 		$1.62M Buy
8,171
+1,655
+25% +$328K 0.77% 28
2016
Q2 		$1.25M Buy
6,516
+4,037
+163% +$768K 0.6% 41
2016
Q1 		$467K Buy
2,479
+481
+24% +$86.1K 0.23% 110
2015
Q4 		$374K Buy
+1,998
New +$376K 0.19% 139

Other funds holding VOO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
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

Laurel Wealth Advisors (California)'s VOO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard S&P 500 ETF (VOO) stake by 0.95% in Q4 2022, buying an estimated $25.1K and bringing the position to 7,545 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #91.

Laurel Wealth Advisors (California) first reported a position in VOO in Q4 2015 and has held it in 29 quarters since. The position peaked at $8.02M in Q3 2019. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,545 shares of Vanguard S&P 500 ETF worth $2.65M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 71 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $25.1K.
  • Vanguard S&P 500 ETF made up 0.26% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #91 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Vanguard S&P 500 ETF position peaked at $8.02M in Q3 2019.
  • 2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.