Point View Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Point View Wealth Management’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
2018 Q2	–	Sell	-844	Closed	-$204K	–	263
2018 Q1	$204K	Buy	+844	New	+$212K	0.1%	231
2014 Q3	–	Sell	-3,714	Closed	-$666K	–	191
2014 Q2	$666K	Buy	+3,714	New	+$647K	0.58%	59

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Point View Wealth Management's VOO Position: Q2 2018 in Review

Point View Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2018, closing a stake of 844 shares — an estimated $204K sold.

Point View Wealth Management first reported a position in VOO in Q2 2014 and held it in 2 quarters. The position peaked at $666K in Q2 2014. 904 funds tracked by Wall St. Rank hold VOO as of Q2 2018.

Point View Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2018 after selling out during the quarter.
Point View Wealth Management sold 844 Vanguard S&P 500 ETF shares in Q2 2018, an estimated $204K.
Point View Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2014 and held it in 2 quarters.
Point View Wealth Management's Vanguard S&P 500 ETF position peaked at $666K in Q2 2014.
904 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2018.

Based on Point View Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.