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

Personal Wealth 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
2021
Q3 		– Sell
-225
Closed -$89K – 384
2021
Q2 		$89K Buy
+225
New +$86.4K 0.04% 124
2020
Q1 		– Sell
-225
Closed -$67K – 597
2019
Q4 		$67K Hold
225
– – 0.03% 129
2019
Q3 		$61K Hold
225
– – 0.03% 136
2019
Q2 		$61K Buy
+225
New +$59.5K 0.03% 124

Other funds holding VOO

Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's VOO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard S&P 500 ETF (VOO) in Q3 2021, closing a stake of 225 shares — an estimated $89K sold.

Personal Wealth Partners first reported a position in VOO in Q2 2019 and held it in 4 quarters. The position peaked at $89K in Q2 2021. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Vanguard S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 225 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $89K.
  • Personal Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Vanguard S&P 500 ETF position peaked at $89K in Q2 2021.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.