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Navellier & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Navellier & Associates’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
2023
Q3 		– Sell
-506
Closed -$206K – 345
2023
Q2 		$206K Buy
+506
New +$195K 0.04% 248

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Navellier & Associates's VOO Position: Q3 2023 in Review

Navellier & Associates sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 506 shares — an estimated $206K sold.

Navellier & Associates first reported a position in VOO in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Navellier & Associates reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Navellier & Associates sold 506 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $206K.
  • Navellier & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2023 and held it in 1 quarter.
  • Navellier & Associates's Vanguard S&P 500 ETF position peaked at $206K in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Navellier & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.