Monument Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Monument Capital 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	–	Sell	-1,686	Closed	-$700K	–	155
2022 Q1	$700K	Sell	1,686 -11	-0.6%	-$4.5K	0.23%	90
2021 Q4	$741K	Buy	1,697 +7	+0.4%	+$2.96K	0.23%	92
2021 Q3	$666K	Buy	1,690 +5	+0.3%	+$2.03K	0.23%	92
2021 Q2	$663K	Buy	1,685 +5	+0.3%	+$1.92K	0.23%	89
2021 Q1	$612K	Sell	1,680 -11,566	-87%	-$4.1M	0.25%	80
2020 Q4	$4.55M	Buy	+13,246	New	+$4.32M	2.1%	7
2020 Q1	–	Sell	-3,848	Closed	-$1.14M	–	83
2019 Q4	$1.14M	Buy	3,848 +20	+0.5%	+$5.66K	0.58%	71
2019 Q3	$1.04M	Buy	+3,828	New	+$1.04M	0.57%	71
2018 Q4	–	Sell	-473	Closed	-$126K	–	299
2018 Q3	$126K	Buy	473 +427	+928%	+$112K	0.07%	95
2018 Q2	$11K	Sell	46 -149	-76%	-$37K	0.01%	120
2018 Q1	$46K	Sell	195 -6	-3%	-$1.5K	0.03%	93
2017 Q4	$49K	Buy	+201	New	+$48K	0.03%	83

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 $374B AUM 17.66% 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 $13B AUM 17.65% 1-Year Est. Return

Monument Capital Management's VOO Position: Q2 2022 in Review

Monument Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2022, closing a stake of 1,686 shares — an estimated $700K sold.

Monument Capital Management first reported a position in VOO in Q4 2017 and held it in 12 quarters. The position peaked at $4.55M in Q4 2020. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Monument Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Monument Capital Management sold 1,686 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $700K.
Monument Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 12 quarters.
Monument Capital Management's Vanguard S&P 500 ETF position peaked at $4.55M in Q4 2020.
2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Monument Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.