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

MKD Wealth Coaches’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
2019
Q3 		– Sell
-190
Closed -$51K – 200
2019
Q2 		$51K Buy
+190
New +$50.3K 0.05% 91

Other funds holding VOO

Bank of America
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MKD Wealth Coaches's VOO Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Vanguard S&P 500 ETF (VOO) in Q3 2019, closing a stake of 190 shares — an estimated $51K sold.

MKD Wealth Coaches first reported a position in VOO in Q2 2019 and held it in 1 quarter. The position peaked at $51K in Q2 2019. 1,125 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Vanguard S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 190 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $51K.
  • MKD Wealth Coaches first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 1 quarter.
  • MKD Wealth Coaches's Vanguard S&P 500 ETF position peaked at $51K in Q2 2019.
  • 1,125 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.