Nisa Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Nisa Investment Advisors’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
2024 Q2	–	Sell	-135	Closed	-$64.9K	–	2977
2024 Q1	$64.9K	Hold	135	–	–	﹤0.01%	1588
2023 Q4	$59K	Sell	135 -65	-33%	-$26.6K	﹤0.01%	1602
2023 Q3	$78.5K	Sell	200 -1,590	-89%	-$650K	﹤0.01%	1586
2023 Q2	$729K	Buy	+1,790	New	+$691K	0.01%	965
2023 Q1	–	Sell	-7,850	Closed	-$2.76M	–	2727
2022 Q4	$2.76M	Buy	7,850 +7,410	+1,684%	+$2.62M	0.02%	630
2022 Q3	$153K	Sell	440 -11,060	-96%	-$4.04M	﹤0.01%	1344
2022 Q2	$3.99M	Sell	11,500 -700,500	-98%	-$264M	0.03%	439
2022 Q1	$296M	Hold	712,000	–	–	2.08%	5
2021 Q4	$295M	Buy	+712,000	New	+$301M	2.21%	4

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nisa Investment Advisors's VOO Position: Q2 2024 in Review

Nisa Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 135 shares — an estimated $64.9K sold.

Nisa Investment Advisors first reported a position in VOO in Q4 2021 and held it in 9 quarters. The position peaked at $296M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Nisa Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Nisa Investment Advisors sold 135 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $64.9K.
Nisa Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 9 quarters.
Nisa Investment Advisors's Vanguard S&P 500 ETF position peaked at $296M in Q1 2022.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Nisa Investment Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.