LifePro Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

LifePro Asset 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
2024 Q3	$531K	Sell	1,007 -29	-3%	-$14.7K	0.33%	74
2024 Q2	$518K	Buy	1,036 +5	+0.5%	+$2.41K	0.37%	62
2024 Q1	$496K	Buy	+1,031	New	+$472K	0.33%	69
2023 Q3	–	Sell	-990	Closed	-$403K	–	130
2023 Q2	$403K	Sell	990 -75	-7%	-$28.9K	0.31%	67
2023 Q1	$374K	Hold	1,065	–	–	0.27%	72
2022 Q4	$374K	Buy	1,065 +35	+3%	+$12.4K	0.27%	72
2022 Q3	$338K	Sell	1,030 -174	-14%	-$63.6K	0.19%	57
2022 Q2	$417K	Sell	1,204 -31	-3%	-$11.7K	0.22%	76
2022 Q1	$513K	Sell	1,235 -11	-0.9%	-$4.5K	0.18%	72
2021 Q4	$544K	Buy	1,246 +76	+6%	+$32.1K	0.16%	66
2021 Q3	$461K	Buy	1,170 +181	+18%	+$73.4K	0.14%	61
2021 Q2	$389K	Buy	989 +21	+2%	+$8.06K	0.12%	59
2021 Q1	$353K	Sell	968 -116	-11%	-$41.1K	0.11%	59
2020 Q4	$373K	Buy	+1,084	New	+$353K	0.12%	63

Other funds holding VOO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LifePro Asset Management's VOO Position: Q3 2024 in Review

LifePro Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2024, selling an estimated $14.7K and leaving 1,007 shares worth $531K. The position accounts for 0.33% of the portfolio, ranked #74.

LifePro Asset Management first reported a position in VOO in Q4 2020 and has held it in 14 quarters since. The position peaked at $544K in Q4 2021. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

LifePro Asset Management held 1,007 shares of Vanguard S&P 500 ETF worth $531K as of Q3 2024.
LifePro Asset Management sold 29 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $14.7K.
Vanguard S&P 500 ETF made up 0.33% of LifePro Asset Management's portfolio in Q3 2024, its #74 holding.
LifePro Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
LifePro Asset Management's Vanguard S&P 500 ETF position peaked at $544K in Q4 2021.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.