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

Minot Wealth 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
2022 Q2	$2.01M	Sell	5,786 -15	-0.3%	-$5.65K	0.52%	51
2022 Q1	$2.41M	Hold	5,801	–	–	0.52%	49
2021 Q4	$2.53M	Buy	5,801 +700	+14%	+$295K	0.49%	53
2021 Q3	$2.01M	Hold	5,101	–	–	0.43%	59
2021 Q2	$2.04M	Hold	5,101	–	–	0.45%	61
2021 Q1	$1.86M	Buy	5,101 +11	+0.2%	+$3.9K	0.47%	61
2020 Q4	$1.75M	Hold	5,090	–	–	0.52%	56
2020 Q3	$1.57M	Buy	5,090 +4,282	+530%	+$1.3M	0.59%	57
2020 Q2	$229K	Buy	+808	New	+$217K	0.11%	101
2020 Q1	–	Sell	-808	Closed	-$246K	–	131
2019 Q4	$246K	Buy	+808	New	+$229K	0.11%	122

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Minot Wealth Management's VOO Position: Q2 2022 in Review

Minot Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.26% in Q2 2022, selling an estimated $5.65K and leaving 5,786 shares worth $2.01M. The position accounts for 0.52% of the portfolio, ranked #51.

Minot Wealth Management first reported a position in VOO in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2021. 2,085 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Minot Wealth Management held 5,786 shares of Vanguard S&P 500 ETF worth $2.01M as of Q2 2022.
Minot Wealth Management sold 15 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $5.65K.
Vanguard S&P 500 ETF made up 0.52% of Minot Wealth Management's portfolio in Q2 2022, its #51 holding.
Minot Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
Minot Wealth Management's Vanguard S&P 500 ETF position peaked at $2.53M in Q4 2021.
2,085 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.