Novak Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Novak Financial Planning’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
2021 Q2	$346K	Sell	880 -8	-0.9%	-$3.07K	0.17%	97
2021 Q1	$323K	Hold	888	–	–	0.18%	96
2020 Q4	$305K	Buy	+888	New	+$289K	0.18%	92

Other funds holding VOO

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

RJA

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Novak Financial Planning's VOO Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 0.9% in Q2 2021, selling an estimated $3.07K and leaving 880 shares worth $346K. The position accounts for 0.17% of the portfolio, ranked #97.

Novak Financial Planning first reported a position in VOO in Q4 2020 and has held it in 3 quarters since. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

Novak Financial Planning held 880 shares of Vanguard S&P 500 ETF worth $346K as of Q2 2021.
Novak Financial Planning sold 8 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $3.07K.
Vanguard S&P 500 ETF made up 0.17% of Novak Financial Planning's portfolio in Q2 2021, its #97 holding.
Novak Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 3 quarters since.
1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.