Lucia Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Lucia Wealth Services’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	$427K	Hold	1,387	–	–	0.1%	102
2020 Q2	$393K	Hold	1,387	–	–	0.1%	103
2020 Q1	$328K	Hold	1,387	–	–	0.11%	121
2019 Q4	$410K	Hold	1,387	–	–	0.13%	97
2019 Q3	$378K	Hold	1,387	–	–	0.13%	90
2019 Q2	$373K	Hold	1,387	–	–	0.13%	90
2019 Q1	$360K	Hold	1,387	–	–	0.12%	102
2018 Q4	$319K	Buy	+1,387	New	+$344K	0.15%	95
2018 Q3	–	Sell	-685	Closed	-$171K	–	238
2018 Q2	$171K	Buy	+685	New	+$170K	0.07%	135

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

Lucia Wealth Services's VOO Position: Q3 2020 in Review

Lucia Wealth Services held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2020 at 1,387 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #102.

Lucia Wealth Services first reported a position in VOO in Q2 2018 and has held it in 9 quarters since. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

Lucia Wealth Services held 1,387 shares of Vanguard S&P 500 ETF worth $427K as of Q3 2020.
Lucia Wealth Services left its Vanguard S&P 500 ETF share count unchanged in Q3 2020.
Vanguard S&P 500 ETF made up 0.1% of Lucia Wealth Services's portfolio in Q3 2020, its #102 holding.
Lucia Wealth Services first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 9 quarters since.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.