My Legacy Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

My Legacy Advisors’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
2024 Q3	–	Sell	-557	Closed	-$279K	–	211
2024 Q2	$279K	Sell	557 -88	-14%	-$42.3K	0.09%	190
2024 Q1	$310K	Sell	645 -37	-5%	-$16.9K	0.1%	187
2023 Q4	$299K	Sell	682 -17	-2%	-$6.96K	0.11%	184
2023 Q3	$274K	Sell	699 -125	-15%	-$51.1K	0.11%	177
2023 Q2	$340K	Buy	824 +194	+31%	+$74.8K	0.13%	173
2023 Q1	$237K	Hold	630	–	–	0.1%	195
2022 Q4	$239K	Sell	630 -10	-2%	-$3.53K	0.1%	193
2022 Q3	$210K	Sell	640 -52	-8%	-$19K	0.11%	194
2022 Q2	$244K	Sell	692 -26	-4%	-$9.79K	0.12%	186
2022 Q1	$298K	Buy	+718	New	+$294K	0.14%	157

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

My Legacy Advisors's VOO Position: Q3 2024 in Review

My Legacy Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 557 shares — an estimated $279K sold.

My Legacy Advisors first reported a position in VOO in Q1 2022 and held it in 10 quarters. The position peaked at $340K in Q2 2023. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

My Legacy Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
My Legacy Advisors sold 557 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $279K.
My Legacy Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 10 quarters.
My Legacy Advisors's Vanguard S&P 500 ETF position peaked at $340K in Q2 2023.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.