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Prosperity Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Prosperity Financial Group’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
2023
Q4 		– Sell
-596
Closed -$234K – 139
2023
Q3 		$234K Buy
596
+5
+0.8% +$2.04K 0.19% 95
2023
Q2 		$241K Sell
591
-1,909
-76% -$736K 0.21% 103
2023
Q1 		$940K Buy
2,500
+1,925
+335% +$706K 0.95% 27
2022
Q4 		$202K Buy
+575
New +$203K 0.22% 84

Other funds holding VOO

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prosperity Financial Group's VOO Position: Q4 2023 in Review

Prosperity Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 596 shares — an estimated $234K sold.

Prosperity Financial Group first reported a position in VOO in Q4 2022 and held it in 4 quarters. The position peaked at $940K in Q1 2023. 2,666 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

  • Prosperity Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 596 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $234K.
  • Prosperity Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 4 quarters.
  • Prosperity Financial Group's Vanguard S&P 500 ETF position peaked at $940K in Q1 2023.
  • 2,666 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Prosperity Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.