PCS
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Personal CFO Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-22,208
Closed -$11.7M – 612
2024
Q3 		$11.7M Buy
22,208
+3,803
+21% +$1.93M 1.64% 8
2024
Q2 		$9.2M Buy
18,405
+983
+6% +$473K 1.41% 11
2024
Q1 		$8.37M Sell
17,422
-2,112
-11% -$967K 1.31% 12
2023
Q4 		$8.53M Buy
19,534
+1,650
+9% +$676K 1.48% 10
2023
Q3 		$7.02M Sell
17,884
-378
-2% -$155K 1.39% 14
2023
Q2 		$7.44M Buy
18,262
+2,010
+12% +$775K 1.51% 12
2023
Q1 		$6.11M Buy
16,252
+3,488
+27% +$1.28M 1.26% 13
2022
Q4 		$4.48M Buy
12,764
+3,091
+32% +$1.09M 0.95% 21
2022
Q3 		$3.18M Buy
9,673
+1,066
+12% +$389K 0.8% 29
2022
Q2 		$2.99M Buy
8,607
+807
+10% +$304K 0.7% 34
2022
Q1 		$3.24M Buy
7,800
+1,666
+27% +$682K 0.64% 31
2021
Q4 		$2.68M Buy
6,134
+5,055
+468% +$2.13M 0.5% 37
2021
Q3 		$426K Sell
1,079
-403
-27% -$164K 0.09% 211
2021
Q2 		$583K Buy
1,482
+6
+0.4% +$2.3K 0.12% 167
2021
Q1 		$538K Buy
1,476
+17
+1% +$6.03K 0.12% 159
2020
Q4 		$501K Sell
1,459
-22
-1% -$7.17K 0.12% 160
2020
Q3 		$0 Buy
1,481
+32
+2% +$9.75K ﹤0.01% 325
2020
Q2 		$411K Hold
1,449
– – 0.12% 160
2020
Q1 		$343K Buy
1,449
+150
+12% +$42K 0.12% 153
2019
Q4 		$384K Buy
1,299
+200
+18% +$56.6K 0.11% 173
2019
Q3 		$300K Buy
+1,099
New +$298K 0.12% 201

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Personal CFO Solutions's VOO Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 22,208 shares — an estimated $11.7M sold.

Personal CFO Solutions first reported a position in VOO in Q3 2019 and held it in 21 quarters. The position peaked at $11.7M in Q3 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 22,208 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $11.7M.
  • Personal CFO Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Vanguard S&P 500 ETF position peaked at $11.7M in Q3 2024.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.