M&R Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

M&R Capital 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 Q1	–	Sell	-498	Closed	-$218K	–	641
2023 Q4	$218K	Sell	498 -25	-5%	-$10.2K	0.05%	138
2023 Q3	$205K	Hold	523	–	–	0.06%	137
2023 Q2	$213K	Buy	523 +518	+10,360%	+$200K	0.06%	140
2023 Q1	$1.96K	Hold	5	–	–	﹤0.01%	518
2022 Q4	$1.82K	Hold	5	–	–	﹤0.01%	495
2022 Q3	$1K	Sell	5 -10	-67%	-$3.65K	﹤0.01%	424
2022 Q2	$5K	Sell	15 -8	-35%	-$3.01K	﹤0.01%	380
2022 Q1	$9K	Buy	+23	New	+$9.42K	﹤0.01%	344

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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&R Capital Management's VOO Position: Q1 2024 in Review

M&R Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 498 shares — an estimated $218K sold.

M&R Capital Management first reported a position in VOO in Q1 2022 and held it in 8 quarters. The position peaked at $218K in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

M&R Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 498 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $218K.
M&R Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 8 quarters.
M&R Capital Management's Vanguard S&P 500 ETF position peaked at $218K in Q4 2023.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.