New England Professional Planning Group’s Vanguard S&P 500 ETF VOO Stock Holding History

New England Professional Planning Group’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 Q1	–	Sell	-1,114	Closed	-$391K	–	43
2022 Q4	$391K	Buy	+1,114	New	+$394K	0.22%	22
2020 Q3	–	Sell	-1,952	Closed	-$602K	–	45
2020 Q2	$602K	Hold	1,952	–	–	0.46%	13
2020 Q1	$509K	Sell	1,952 -92	-5%	-$25.8K	0.47%	15
2019 Q4	$605K	Buy	+2,044	New	+$578K	0.48%	16
2018 Q3	$515K	Hold	1,927	–	–	0.59%	17
2018 Q2	$481K	Hold	1,927	–	–	0.62%	17
2018 Q1	$468K	Hold	1,927	–	–	0.62%	19
2017 Q4	$481K	Buy	+1,927	New	+$461K	0.59%	20
2016 Q2	$383K	Hold	1,927	–	–	0.43%	26
2016 Q1	$366K	Hold	1,927	–	–	0.37%	25
2015 Q4	$360K	Hold	1,927	–	–	0.4%	26
2015 Q3	$368K	Hold	1,927	–	–	0.42%	26
2015 Q2	$364K	Hold	1,927	–	–	0.48%	25
2015 Q1	$373K	Buy	+1,927	New	+$365K	0.5%	23

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

New England Professional Planning Group's VOO Position: Q1 2023 in Review

New England Professional Planning Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 1,114 shares — an estimated $391K sold.

New England Professional Planning Group first reported a position in VOO in Q1 2015 and held it in 14 quarters. The position peaked at $605K in Q4 2019. 2,282 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

New England Professional Planning Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
New England Professional Planning Group sold 1,114 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $391K.
New England Professional Planning Group first reported a position in Vanguard S&P 500 ETF in Q1 2015 and held it in 14 quarters.
New England Professional Planning Group's Vanguard S&P 500 ETF position peaked at $605K in Q4 2019.
2,282 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on New England Professional Planning Group's 13F filing for Q1 2023, filed 20 Apr 2023.