Leo Brokerage’s Vanguard S&P 500 ETF VOO Stock Holding History

Leo Brokerage’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
2023 Q2	$2.38M	Buy	5,854 +1,999	+52%	+$771K	0.27%	61
2023 Q1	$1.45M	Buy	+3,855	New	+$1.41M	0.22%	89
2022 Q2	$473K	Sell	1,365 -304	-18%	-$115K	0.13%	104
2022 Q1	$693K	Buy	+1,669	New	+$683K	0.11%	122
2021 Q3	$615K	Sell	1,561 -842	-35%	-$342K	0.11%	92
2021 Q2	$945K	Buy	2,403 +152	+7%	+$58.3K	0.19%	67
2021 Q1	$820K	Buy	2,251 +103	+5%	+$36.5K	0.23%	69
2020 Q4	$738K	Sell	2,148 -181	-8%	-$59K	0.24%	69
2020 Q3	$660K	Buy	+2,329	New	+$710K	0.27%	55

Other funds holding VOO

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Leo Brokerage's VOO Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard S&P 500 ETF (VOO) stake by 52% in Q2 2023, buying an estimated $771K and bringing the position to 5,854 shares worth $2.38M. The position accounts for 0.27% of the portfolio, ranked #61.

Leo Brokerage first reported a position in VOO in Q3 2020 and has held it in 9 quarters since. 2,377 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Leo Brokerage held 5,854 shares of Vanguard S&P 500 ETF worth $2.38M as of Q2 2023.
Leo Brokerage bought 1,999 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $771K.
Vanguard S&P 500 ETF made up 0.27% of Leo Brokerage's portfolio in Q2 2023, its #61 holding.
Leo Brokerage first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 9 quarters since.
2,377 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.