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

Milestone Wealth’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
2022
Q3 		$189K Hold
575
– – 0.21% 50
2022
Q2 		$199K Hold
575
– – 0.21% 50
2022
Q1 		$251K Hold
575
– – 0.2% 55
2021
Q4 		$251K Buy
+575
New +$243K 0.2% 55

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Milestone Wealth's VOO Position: Q3 2022 in Review

Milestone Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2022 at 575 shares worth $189K. The position accounts for 0.21% of the portfolio, ranked #50.

Milestone Wealth first reported a position in VOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $251K in Q1 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Milestone Wealth held 575 shares of Vanguard S&P 500 ETF worth $189K as of Q3 2022.
  • Milestone Wealth left its Vanguard S&P 500 ETF share count unchanged in Q3 2022.
  • Vanguard S&P 500 ETF made up 0.21% of Milestone Wealth's portfolio in Q3 2022, its #50 holding.
  • Milestone Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard S&P 500 ETF position peaked at $251K in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.