LWS Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LWS Wealth Advisors’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	–	Sell	-780	Closed	-$293K	–	61
2023 Q1	$293K	Hold	780	–	–	0.12%	48
2022 Q4	$274K	Hold	780	–	–	0.11%	50
2022 Q3	$256K	Hold	780	–	–	0.1%	54
2022 Q2	$271K	Hold	780	–	–	0.13%	55
2022 Q1	$324K	Hold	780	–	–	0.14%	46
2021 Q4	$341K	Hold	780	–	–	0.14%	45
2021 Q3	$308K	Buy	+780	New	+$316K	0.14%	47

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

LWS Wealth Advisors's VOO Position: Q2 2023 in Review

LWS Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 780 shares — an estimated $293K sold.

LWS Wealth Advisors first reported a position in VOO in Q3 2021 and held it in 7 quarters. The position peaked at $341K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

LWS Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
LWS Wealth Advisors sold 780 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $293K.
LWS Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 7 quarters.
LWS Wealth Advisors's Vanguard S&P 500 ETF position peaked at $341K in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on LWS Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.