Prism Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Prism Advisors’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 Q3	–	Sell	-2,130	Closed	-$838K	–	55
2021 Q2	$838K	Buy	+2,130	New	+$818K	0.29%	32

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Prism Advisors's VOO Position: Q3 2021 in Review

Prism Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2021, closing a stake of 2,130 shares — an estimated $838K sold.

Prism Advisors first reported a position in VOO in Q2 2021 and held it in 1 quarter. The position peaked at $838K in Q2 2021. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Prism Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
Prism Advisors sold 2,130 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $838K.
Prism Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and held it in 1 quarter.
Prism Advisors's Vanguard S&P 500 ETF position peaked at $838K in Q2 2021.
1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Prism Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.