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

Levy Wealth Management Group’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
2024 Q2	$1.15M	Buy	2,308 +172	+8%	+$82.8K	0.3%	41
2024 Q1	$933K	Hold	2,136	–	–	0.26%	42
2023 Q4	$933K	Hold	2,136	–	–	0.26%	42
2023 Q3	$839K	Buy	2,136 +4	+0.2%	+$1.64K	0.26%	42
2023 Q2	$868K	Hold	2,132	–	–	0.26%	42
2023 Q1	$802K	Sell	2,132 -30	-1%	-$11K	0.25%	43
2022 Q4	$759K	Sell	2,162 -5	-0.2%	-$1.77K	0.25%	40
2022 Q3	$711K	Buy	2,167 +120	+6%	+$43.8K	0.31%	36
2022 Q2	$710K	Sell	2,047 -253	-11%	-$95.3K	0.32%	33
2022 Q1	$955K	Sell	2,300 -145	-6%	-$59.4K	0.4%	29
2021 Q4	$1.07M	Buy	2,445 +364	+17%	+$154K	0.48%	27
2021 Q3	$821K	Sell	2,081 -138	-6%	-$56K	0.45%	28
2021 Q2	$873K	Hold	2,219	–	–	0.5%	28
2021 Q1	$808K	Sell	2,219 -765	-26%	-$271K	0.53%	28
2020 Q4	$1.02M	Buy	+2,984	New	+$973K	0.73%	22

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Levy Wealth Management Group's VOO Position: Q2 2024 in Review

Levy Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q2 2024, buying an estimated $82.8K and bringing the position to 2,308 shares worth $1.15M. The position accounts for 0.3% of the portfolio, ranked #41.

Levy Wealth Management Group first reported a position in VOO in Q4 2020 and has held it in 15 quarters since. 2,834 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Levy Wealth Management Group held 2,308 shares of Vanguard S&P 500 ETF worth $1.15M as of Q2 2024.
Levy Wealth Management Group bought 172 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $82.8K.
Vanguard S&P 500 ETF made up 0.3% of Levy Wealth Management Group's portfolio in Q2 2024, its #41 holding.
Levy Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 15 quarters since.
2,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.