Norway Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Norway Savings Bank’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	-165	Closed	-$58K	–	273
2022 Q4	$58K	Hold	165	–	–	0.03%	181
2022 Q3	$54K	Hold	165	–	–	0.03%	183
2022 Q2	$57K	Hold	165	–	–	0.03%	186
2022 Q1	$69K	Hold	165	–	–	0.03%	186
2021 Q4	$72K	Hold	165	–	–	0.03%	189
2021 Q3	$65K	Hold	165	–	–	0.03%	189
2021 Q2	$65K	Hold	165	–	–	0.03%	195
2021 Q1	$60K	Hold	165	–	–	0.03%	192
2020 Q4	$57K	Hold	165	–	–	0.03%	186
2020 Q3	$51K	Hold	165	–	–	0.03%	172
2020 Q2	$47K	Hold	165	–	–	0.03%	166
2020 Q1	$39K	Hold	165	–	–	0.03%	164
2019 Q4	$49K	Hold	165	–	–	0.04%	169
2019 Q3	$45K	Hold	165	–	–	0.04%	165
2019 Q2	$44K	Hold	165	–	–	0.04%	164
2019 Q1	$43K	Hold	165	–	–	0.04%	161
2018 Q4	$38K	Hold	165	–	–	0.04%	164
2018 Q3	$44K	Hold	165	–	–	0.04%	166
2018 Q2	$41K	Hold	165	–	–	0.04%	164
2018 Q1	$40K	Hold	165	–	–	0.04%	167
2017 Q4	$40K	Hold	165	–	–	0.04%	176
2017 Q3	$38K	Hold	165	–	–	0.04%	179
2017 Q2	$37K	Hold	165	–	–	0.04%	182
2017 Q1	$36K	Hold	165	–	–	0.04%	169
2016 Q4	$34K	Buy	+165	New	+$33.1K	0.03%	165

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 $374B AUM 17.66% 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

Norway Savings Bank's VOO Position: Q1 2023 in Review

Norway Savings Bank sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 165 shares — an estimated $58K sold.

Norway Savings Bank first reported a position in VOO in Q4 2016 and held it in 25 quarters. The position peaked at $72K in Q4 2021. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Norway Savings Bank reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 165 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $58K.
Norway Savings Bank first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 25 quarters.
Norway Savings Bank's Vanguard S&P 500 ETF position peaked at $72K in Q4 2021.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.