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

MAS 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 Q1	–	Sell	-700	Closed	-$246K	–	101
2022 Q4	$246K	Hold	700	–	–	0.23%	73
2022 Q3	$23M	Buy	+700	New	+$256K	15.41%	1
2022 Q2	–	Sell	-900	Closed	-$379K	–	102
2022 Q1	$379K	Buy	900 +100	+13%	+$40.9K	0.29%	61
2021 Q4	$351K	Buy	+800	New	+$338K	0.26%	66

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

MAS Advisors's VOO Position: Q2 2023 in Review

MAS Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 834 shares — an estimated $314K sold.

MAS Advisors first reported a position in VOO in Q4 2021 and held it in 6 quarters. The position peaked at $3.49M in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

MAS Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
MAS Advisors sold 834 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $314K.
MAS Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 6 quarters.
MAS Advisors's Vanguard S&P 500 ETF position peaked at $3.49M in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on MAS Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.