Nachman Norwood & Parrott’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Nachman Norwood & Parrott’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-194	Closed	-$21K	–	1018
2020 Q3	$21K	Buy	+194	New	+$21.2K	﹤0.01%	615

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Nachman Norwood & Parrott's VOOV Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2020, closing a stake of 194 shares — an estimated $21K sold.

Nachman Norwood & Parrott first reported a position in VOOV in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 154 funds tracked by Wall St. Rank hold VOOV as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 194 Vanguard S&P 500 Value ETF shares in Q4 2020, an estimated $21K.
Nachman Norwood & Parrott first reported a position in Vanguard S&P 500 Value ETF in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Vanguard S&P 500 Value ETF position peaked at $21K in Q3 2020.
154 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.