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Petix & Botte Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-505
Closed -$243K – 165
2024
Q1 		$243K Sell
505
-505
-50% -$231K 0.06% 120
2023
Q4 		$441K Hold
1,010
– – 0.13% 76
2023
Q3 		$397K Hold
1,010
– – 0.13% 77
2023
Q2 		$411K Buy
+1,010
New +$390K 0.13% 76

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Petix & Botte Financial's VOO Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 505 shares — an estimated $243K sold.

Petix & Botte Financial first reported a position in VOO in Q2 2023 and held it in 4 quarters. The position peaked at $441K in Q4 2023. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Petix & Botte Financial reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 505 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $243K.
  • Petix & Botte Financial first reported a position in Vanguard S&P 500 ETF in Q2 2023 and held it in 4 quarters.
  • Petix & Botte Financial's Vanguard S&P 500 ETF position peaked at $441K in Q4 2023.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.