Pinnacle Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Advisory 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
2021 Q1	$5.95M	Buy	16,335 +557	+4%	+$198K	0.27%	50
2020 Q4	$5.42M	Sell	15,778 -247	-2%	-$80.5K	0.33%	48
2020 Q3	$4.93M	Buy	16,025 +6,730	+72%	+$2.05M	0.33%	44
2020 Q2	$2.63M	Buy	9,295 +716	+8%	+$193K	0.18%	54
2020 Q1	$2.03M	Buy	8,579 +5,271	+159%	+$1.48M	0.2%	51
2019 Q4	$979K	Buy	+3,308	New	+$936K	0.07%	92
2019 Q3	–	Sell	-1,822	Closed	-$490K	–	173
2019 Q2	$490K	Buy	1,822 +297	+19%	+$78.6K	0.03%	116
2019 Q1	$396K	Sell	1,525 -520	-25%	-$130K	0.03%	120
2018 Q4	$470K	Buy	+2,045	New	+$507K	0.04%	108
2016 Q3	–	Sell	-2,610	Closed	-$501K	–	154
2016 Q2	$501K	Sell	2,610 -6,945	-73%	-$1.32M	0.04%	69
2016 Q1	$1.8M	Buy	9,555 +1,057	+12%	+$189K	0.17%	28
2015 Q4	$1.59M	Buy	8,498 +2,831	+50%	+$533K	0.14%	33
2015 Q3	$995K	Buy	5,667 +1,332	+31%	+$248K	0.11%	31
2015 Q2	$818K	Buy	4,335 +79	+2%	+$15.2K	0.08%	42
2015 Q1	$805K	Buy	+4,256	New	+$806K	0.07%	57

Other funds holding VOO

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

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

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

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

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

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

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

Pinnacle Advisory Group's VOO Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q1 2021, buying an estimated $198K and bringing the position to 16,335 shares worth $5.95M. The position accounts for 0.27% of the portfolio, ranked #50.

Pinnacle Advisory Group first reported a position in VOO in Q1 2015 and has held it in 15 quarters since. 1,698 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

Pinnacle Advisory Group held 16,335 shares of Vanguard S&P 500 ETF worth $5.95M as of Q1 2021.
Pinnacle Advisory Group bought 557 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $198K.
Vanguard S&P 500 ETF made up 0.27% of Pinnacle Advisory Group's portfolio in Q1 2021, its #50 holding.
Pinnacle Advisory Group first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 15 quarters since.
1,698 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.