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

Nauset 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
Q1 		$1.49M Sell
3,576
-14
-0.4% -$5.73K 1.18% 24
2021
Q4 		$1.57M Buy
+3,590
New +$1.52M 1.49% 19

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nauset Wealth Management's VOO Position: Q1 2022 in Review

Nauset Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.39% in Q1 2022, selling an estimated $5.73K and leaving 3,576 shares worth $1.49M. The position accounts for 1.18% of the portfolio, ranked #24.

Nauset Wealth Management first reported a position in VOO in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2021. 2,129 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Nauset Wealth Management held 3,576 shares of Vanguard S&P 500 ETF worth $1.49M as of Q1 2022.
  • Nauset Wealth Management sold 14 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $5.73K.
  • Vanguard S&P 500 ETF made up 1.18% of Nauset Wealth Management's portfolio in Q1 2022, its #24 holding.
  • Nauset Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Vanguard S&P 500 ETF position peaked at $1.57M in Q4 2021.
  • 2,129 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.