Palladium Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Palladium Partners’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
2022 Q1	$748K	Buy	1,801 +57	+3%	+$23.3K	0.03%	214
2021 Q4	$761K	Buy	1,744 +5	+0.3%	+$2.11K	0.03%	213
2021 Q3	$686K	Hold	1,739	–	–	0.03%	198
2021 Q2	$684K	Buy	1,739 +30	+2%	+$11.5K	0.03%	201
2021 Q1	$623K	Buy	1,709 +819	+92%	+$290K	0.03%	206
2020 Q4	$306K	Buy	890 +93	+12%	+$30.3K	0.02%	217
2020 Q3	$245K	Sell	797 -168	-17%	-$51.2K	0.02%	223
2020 Q2	$274K	Buy	+965	New	+$260K	0.02%	215
2017 Q2	–	Sell	-2,000	Closed	-$433K	–	253
2017 Q1	$433K	Sell	2,000 -2,000	-50%	-$427K	0.03%	197
2016 Q4	$821K	Sell	4,000 -1,149	-22%	-$231K	0.07%	155
2016 Q3	$1.02M	Buy	5,149 +149	+3%	+$29.6K	0.09%	143
2016 Q2	$961K	Buy	+5,000	New	+$952K	0.09%	144

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Palladium Partners's VOO Position: Q1 2022 in Review

Palladium Partners increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2022, buying an estimated $23.3K and bringing the position to 1,801 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #214.

Palladium Partners first reported a position in VOO in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2016. 2,129 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

Palladium Partners held 1,801 shares of Vanguard S&P 500 ETF worth $748K as of Q1 2022.
Palladium Partners bought 57 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $23.3K.
Vanguard S&P 500 ETF made up 0.03% of Palladium Partners's portfolio in Q1 2022, its #214 holding.
Palladium Partners first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 12 quarters since.
Palladium Partners's Vanguard S&P 500 ETF position peaked at $1.02M in Q3 2016.
2,129 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.