Mid Atlantic Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$39.4M	Buy	99,855 +774	+0.8%	+$314K	2.64%	3
2021 Q2	$39M	Sell	99,081 -273	-0.3%	-$105K	2.62%	3
2021 Q1	$36.2M	Buy	99,354 +2,626	+3%	+$931K	2.65%	4
2020 Q4	$33.2M	Buy	96,728 +60,774	+169%	+$19.8M	2.55%	3
2020 Q3	$11.7M	Sell	35,954 -30,646	-46%	-$9.34M	1.02%	14
2020 Q2	$18.9M	Sell	66,600 -12,352	-16%	-$3.32M	1.82%	10
2020 Q1	$18.7M	Sell	78,952 -18,515	-19%	-$5.19M	2.15%	7
2019 Q4	$28.8M	Sell	97,467 -3,387	-3%	-$958K	2.7%	4
2019 Q3	$27.5M	Sell	100,854 -36,283	-26%	-$9.85M	2.93%	2
2019 Q2	$36.9M	Buy	137,137 +6,959	+5%	+$1.84M	3.84%	2
2019 Q1	$33.8M	Sell	130,178 -2,507	-2%	-$626K	3.68%	2
2018 Q4	$30.5M	Buy	+132,685	New	+$32.9M	3.78%	2

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

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

PPA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mid Atlantic Financial Management's VOO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q3 2021, buying an estimated $314K and bringing the position to 99,855 shares worth $39.4M. The position accounts for 2.64% of the portfolio, ranked #3.

Mid Atlantic Financial Management first reported a position in VOO in Q4 2018 and has held it in 12 quarters since. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Mid Atlantic Financial Management held 99,855 shares of Vanguard S&P 500 ETF worth $39.4M as of Q3 2021.
Mid Atlantic Financial Management bought 774 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $314K.
Vanguard S&P 500 ETF made up 2.64% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #3 holding.
Mid Atlantic Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 12 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.