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

Personal CFO Solutions’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
2024
Q4 		– Sell
-19,201
Closed -$3.66M – 613
2024
Q3 		$3.66M Buy
19,201
+61
+0.3% +$11.2K 0.51% 43
2024
Q2 		$3.36M Buy
19,140
+11,962
+167% +$2.11M 0.52% 39
2024
Q1 		$1.3M Buy
7,178
+201
+3% +$34.5K 0.2% 97
2023
Q4 		$1.17M Buy
6,977
+171
+3% +$26.6K 0.2% 94
2023
Q3 		$1.01M Buy
6,806
+525
+8% +$82K 0.2% 100
2023
Q2 		$978K Buy
6,281
+178
+3% +$26.5K 0.2% 100
2023
Q1 		$895K Hold
6,103
– – 0.18% 101
2022
Q4 		$855K Buy
6,103
+4,409
+260% +$609K 0.18% 106
2022
Q3 		$210K Buy
+1,694
New +$232K 0.05% 359

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Personal CFO Solutions sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2024, closing a stake of 19,201 shares — an estimated $3.66M sold.

Personal CFO Solutions first reported a position in VOOV in Q3 2022 and held it in 9 quarters. The position peaked at $3.66M in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 19,201 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $3.66M.
  • Personal CFO Solutions first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 9 quarters.
  • Personal CFO Solutions's Vanguard S&P 500 Value ETF position peaked at $3.66M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

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