Patriot Financial Group Insurance Agency’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-95	Closed	-$13K	–	1904
2022 Q2	$13K	Buy	95 +70	+280%	+$10K	﹤0.01%	1164
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	1723
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	1815
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	1798
2021 Q2	$4K	Buy	+25	New	+$3.56K	﹤0.01%	1737

Other funds holding VOOV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VOOV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 95 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in VOOV in Q2 2021 and held it in 5 quarters. The position peaked at $13K in Q2 2022. 244 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 95 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard S&P 500 Value ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Vanguard S&P 500 Value ETF position peaked at $13K in Q2 2022.
244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.