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NewSquare Capital’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

NewSquare Capital’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
2023
Q1 		– Sell
-5,541
Closed -$776K – 957
2022
Q4 		$776K Buy
+5,541
New +$765K 0.1% 119

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UBS Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

NewSquare Capital's VOOV Position: Q1 2023 in Review

NewSquare Capital sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2023, closing a stake of 5,541 shares — an estimated $776K sold.

NewSquare Capital first reported a position in VOOV in Q4 2022 and held it in 1 quarter. The position peaked at $776K in Q4 2022. 281 funds tracked by Wall St. Rank hold VOOV as of Q1 2023.

  • NewSquare Capital reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 5,541 Vanguard S&P 500 Value ETF shares in Q1 2023, an estimated $776K.
  • NewSquare Capital first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and held it in 1 quarter.
  • NewSquare Capital's Vanguard S&P 500 Value ETF position peaked at $776K in Q4 2022.
  • 281 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.