Lehman & Derafelo Financial Resources’s Vanguard S&P 500 ETF VOO Stock Holding History

Lehman & Derafelo Financial Resources’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	$213K	Sell	605 -40	-6%	-$14.1K	0.06%	105
2022 Q3	$213K	Sell	645 -30	-4%	-$11K	0.07%	96
2022 Q2	$235K	Buy	675 +20	+3%	+$7.53K	0.07%	94
2022 Q1	$272K	Buy	655 +30	+5%	+$12.3K	0.08%	92
2021 Q4	$273K	Buy	625 +265	+74%	+$112K	0.08%	85
2021 Q3	$142K	Buy	360 +40	+13%	+$16.2K	0.05%	108
2021 Q2	$126K	Hold	320	–	–	0.03%	129
2021 Q1	$117K	Buy	320 +1	+0.3%	+$355	0.03%	128
2020 Q4	$110K	Hold	319	–	–	0.03%	128
2020 Q3	$98K	Hold	319	–	–	0.03%	150
2020 Q2	$90K	Hold	319	–	–	0.03%	140
2020 Q1	$76K	Buy	319 +270	+551%	+$75.6K	0.03%	104
2019 Q4	$14K	Buy	+49	New	+$13.9K	0.01%	168

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lehman & Derafelo Financial Resources's VOO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q4 2022, selling an estimated $14.1K and leaving 605 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #105.

Lehman & Derafelo Financial Resources first reported a position in VOO in Q4 2019 and has held it in 13 quarters since. The position peaked at $273K in Q4 2021. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Lehman & Derafelo Financial Resources held 605 shares of Vanguard S&P 500 ETF worth $213K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 40 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $14.1K.
Vanguard S&P 500 ETF made up 0.06% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #105 holding.
Lehman & Derafelo Financial Resources first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 13 quarters since.
Lehman & Derafelo Financial Resources's Vanguard S&P 500 ETF position peaked at $273K in Q4 2021.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.