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Prime Capital Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Prime Capital Investment Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-286
Closed -$39K – 540
2021
Q1 		$39K Hold
286
– – ﹤0.01% 355
2020
Q4 		$35K Hold
286
– – ﹤0.01% 352
2020
Q3 		$31K Hold
286
– – ﹤0.01% 351
2020
Q2 		$30K Hold
286
– – ﹤0.01% 362
2020
Q1 		$27K Buy
+286
New +$32.8K ﹤0.01% 332

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prime Capital Investment Advisors's VOOV Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2021, closing a stake of 286 shares — an estimated $39K sold.

Prime Capital Investment Advisors first reported a position in VOOV in Q1 2020 and held it in 5 quarters. The position peaked at $39K in Q1 2021. 189 funds tracked by Wall St. Rank hold VOOV as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 286 Vanguard S&P 500 Value ETF shares in Q2 2021, an estimated $39K.
  • Prime Capital Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $39K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.