Portfolio Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Portfolio Solutions’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 Q2	–	Sell	-868	Closed	-$316K	–	50
2021 Q1	$316K	Sell	868 -56	-6%	-$19.9K	0.04%	33
2020 Q4	$318K	Buy	+924	New	+$301K	0.04%	29
2020 Q3	–	Sell	-898	Closed	-$255K	–	53
2020 Q2	$255K	Sell	898 -829	-48%	-$223K	0.04%	42
2020 Q1	$409K	Buy	1,727 +602	+54%	+$169K	0.07%	35
2019 Q4	$333K	Buy	1,125 +349	+45%	+$98.7K	0.04%	38
2019 Q3	$212K	Sell	776 -73	-9%	-$19.8K	0.03%	33
2019 Q2	$229K	Buy	+849	New	+$225K	0.03%	31

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

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

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

Portfolio Solutions's VOO Position: Q2 2021 in Review

Portfolio Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q2 2021, closing a stake of 868 shares — an estimated $316K sold.

Portfolio Solutions first reported a position in VOO in Q2 2019 and held it in 7 quarters. The position peaked at $409K in Q1 2020. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

Portfolio Solutions reported no remaining Vanguard S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
Portfolio Solutions sold 868 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $316K.
Portfolio Solutions first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 7 quarters.
Portfolio Solutions's Vanguard S&P 500 ETF position peaked at $409K in Q1 2020.
1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on Portfolio Solutions's 13F filing for Q2 2021, filed 9 Aug 2021.