MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	–	Hold	0	–	–	–	49
2018 Q3	–	Hold	0	–	–	–	50
2018 Q2	–	Hold	0	–	–	–	54
2018 Q1	–	Hold	0	–	–	–	53
2017 Q4	–	Hold	0	–	–	–	57
2017 Q3	–	Hold	0	–	–	–	55
2017 Q2	–	Hold	0	–	–	–	57
2017 Q1	–	Hold	0	–	–	–	56
2016 Q4	–	Hold	0	–	–	–	57
2016 Q3	–	Hold	0	–	–	–	57
2016 Q2	–	Hold	0	–	–	–	56
2016 Q1	–	Hold	0	–	–	–	55
2015 Q4	–	Hold	0	–	–	–	57
2015 Q3	–	Hold	0	–	–	–	57
2015 Q2	–	Hold	0	–	–	–	60
2015 Q1	–	Hold	0	–	–	–	61
2014 Q4	–	Hold	0	–	–	–	62
2014 Q3	–	Hold	0	–	–	–	65
2014 Q2	–	Hold	0	–	–	–	65
2014 Q1	–	Hold	0	–	–	–	62
2013 Q4	–	Hold	0	–	–	–	70
2013 Q3	–	Sell	-2,780	Closed	-$427K	–	72
2013 Q2	$408K	Buy	+2,780	New	+$410K	0.12%	74

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MacGuire Cheswick & Tuttle Investment Counsel's VOO Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2018 at 0 shares worth $2.16M. The position accounts for 0.45% of the portfolio, ranked #49.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in VOO in Q2 2013 and has held it in 1 quarter since. The position peaked at $408K in Q2 2013. 1,072 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of Vanguard S&P 500 ETF worth $2.16M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its Vanguard S&P 500 ETF share count unchanged in Q4 2018.
Vanguard S&P 500 ETF made up 0.45% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #49 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's Vanguard S&P 500 ETF position peaked at $408K in Q2 2013.
1,072 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.