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

Probity 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
Q4 		– Sell
-823
Closed -$325K – 205
2021
Q3 		$325K Buy
+823
New +$334K 0.07% 170

Other funds holding VOO

Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Probity Advisors's VOO Position: Q4 2021 in Review

Probity Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2021, closing a stake of 823 shares — an estimated $325K sold.

Probity Advisors first reported a position in VOO in Q3 2021 and held it in 1 quarter. The position peaked at $325K in Q3 2021. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

  • Probity Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Probity Advisors sold 823 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $325K.
  • Probity Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 1 quarter.
  • Probity Advisors's Vanguard S&P 500 ETF position peaked at $325K in Q3 2021.
  • 2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Probity Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.