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LBA Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

LBA Wealth Management’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
2017
Q1 		$30K Buy
140
+115
+460% +$24.5K 0.02% 243
2016
Q4 		$5K Hold
25
– – ﹤0.01% 368
2016
Q3 		$5K Hold
25
– – ﹤0.01% 376
2016
Q2 		$5K Buy
+25
New +$4.76K ﹤0.01% 362

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBA Wealth Management's VOO Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 460% in Q1 2017, buying an estimated $24.5K and bringing the position to 140 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #243.

LBA Wealth Management first reported a position in VOO in Q2 2016 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold VOO as of Q1 2017.

  • LBA Wealth Management held 140 shares of Vanguard S&P 500 ETF worth $30K as of Q1 2017.
  • LBA Wealth Management bought 115 Vanguard S&P 500 ETF shares in Q1 2017, an estimated $24.5K.
  • Vanguard S&P 500 ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #243 holding.
  • LBA Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 4 quarters since.
  • 680 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.