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Maxwell Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$362K Hold
672
– – 0.15% 91
2024
Q3 		$356K Hold
672
– – 0.15% 89
2024
Q2 		$336K Hold
672
– – 0.16% 89
2024
Q1 		$323K Hold
672
– – 0.16% 90
2023
Q4 		$294K Buy
+672
New +$275K 0.19% 81

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Maxwell Wealth Strategies's VOO Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2024 at 672 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #91.

Maxwell Wealth Strategies first reported a position in VOO in Q4 2023 and has held it in 5 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Maxwell Wealth Strategies held 672 shares of Vanguard S&P 500 ETF worth $362K as of Q4 2024.
  • Maxwell Wealth Strategies left its Vanguard S&P 500 ETF share count unchanged in Q4 2024.
  • Vanguard S&P 500 ETF made up 0.15% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #91 holding.
  • Maxwell Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.