LifePlan Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

LifePlan Financial 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
2020 Q3	$549K	Hold	1,785	–	–	0.24%	74
2020 Q2	$506K	Buy	1,785 +61	+4%	+$16.4K	0.23%	75
2020 Q1	$408K	Hold	1,724	–	–	0.22%	77
2019 Q4	$510K	Buy	1,724 +71	+4%	+$20.1K	0.23%	76
2019 Q3	$451K	Buy	1,653 +887	+116%	+$241K	0.21%	79
2019 Q2	$206K	Buy	766 +726	+1,815%	+$192K	0.1%	127
2019 Q1	$10K	Buy	+40	New	+$9.99K	0.01%	409

Other funds holding VOO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LifePlan Financial Group's VOO Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2020 at 1,785 shares worth $549K. The position accounts for 0.24% of the portfolio, ranked #74.

LifePlan Financial Group first reported a position in VOO in Q1 2019 and has held it in 7 quarters since. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

LifePlan Financial Group held 1,785 shares of Vanguard S&P 500 ETF worth $549K as of Q3 2020.
LifePlan Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q3 2020.
Vanguard S&P 500 ETF made up 0.24% of LifePlan Financial Group's portfolio in Q3 2020, its #74 holding.
LifePlan Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 7 quarters since.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.