Piershale Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Piershale Financial Group’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
2023 Q2	$41.8K	Hold	103	–	–	0.03%	46
2023 Q1	$38.6K	Buy	103 +1	+1%	+$367	0.03%	40
2022 Q4	$36K	Buy	+102	New	+$36K	0.03%	43

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Piershale Financial Group's VOO Position: Q2 2023 in Review

Piershale Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2023 at 103 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #46.

Piershale Financial Group first reported a position in VOO in Q4 2022 and has held it in 3 quarters since. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Piershale Financial Group held 103 shares of Vanguard S&P 500 ETF worth $41.8K as of Q2 2023.
Piershale Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2023.
Vanguard S&P 500 ETF made up 0.03% of Piershale Financial Group's portfolio in Q2 2023, its #46 holding.
Piershale Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.