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Pinnacle Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.88M Sell
5,419
-1,363
-20% -$513K 0.74% 31
2022
Q1 		$2.82M Sell
6,782
-715
-10% -$293K 0.88% 20
2021
Q4 		$3.27M Buy
+7,497
New +$3.16M 1.03% 14

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Pinnacle Private Wealth's VOO Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2022, selling an estimated $513K and leaving 5,419 shares worth $1.88M. The position accounts for 0.74% of the portfolio, ranked #31.

Pinnacle Private Wealth first reported a position in VOO in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.27M in Q4 2021. 2,086 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

  • Pinnacle Private Wealth held 5,419 shares of Vanguard S&P 500 ETF worth $1.88M as of Q2 2022.
  • Pinnacle Private Wealth sold 1,363 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $513K.
  • Vanguard S&P 500 ETF made up 0.74% of Pinnacle Private Wealth's portfolio in Q2 2022, its #31 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard S&P 500 ETF position peaked at $3.27M in Q4 2021.
  • 2,086 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.