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

Price 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
2020 Q3	$3.15M	Buy	10,233 +37	+0.4%	+$11.3K	0.88%	24
2020 Q2	$2.89M	Buy	10,196 +1,911	+23%	+$514K	0.86%	24
2020 Q1	$1.96M	Buy	8,285 +7,455	+898%	+$2.09M	0.71%	27
2019 Q4	$246K	Hold	830	–	–	0.08%	62
2019 Q3	$226K	Hold	830	–	–	0.07%	66
2019 Q2	$223K	Sell	830 -53	-6%	-$14K	0.07%	75
2019 Q1	$229K	Sell	883 -8	-0.9%	-$2K	0.09%	63
2018 Q4	$205K	Hold	891	–	–	0.09%	62
2018 Q3	$238K	Hold	891	–	–	0.09%	55
2018 Q2	$222K	Buy	+891	New	+$221K	0.08%	70

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Price Wealth's VOO Position: Q3 2020 in Review

Price Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.36% in Q3 2020, buying an estimated $11.3K and bringing the position to 10,233 shares worth $3.15M. The position accounts for 0.88% of the portfolio, ranked #24.

Price Wealth first reported a position in VOO in Q2 2018 and has held it in 10 quarters since. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

Price Wealth held 10,233 shares of Vanguard S&P 500 ETF worth $3.15M as of Q3 2020.
Price Wealth bought 37 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $11.3K.
Vanguard S&P 500 ETF made up 0.88% of Price Wealth's portfolio in Q3 2020, its #24 holding.
Price Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 10 quarters since.
1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.