PYA Waltman Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-115	Closed	-$38K	–	190
2022 Q3	$38K	Hold	115	–	–	0.02%	107
2022 Q2	$40K	Hold	115	–	–	0.02%	108
2022 Q1	$48K	Hold	115	–	–	0.02%	103
2021 Q4	$50K	Buy	+115	New	+$48.5K	0.03%	92
2021 Q2	–	Sell	-115	Closed	-$42K	–	46
2021 Q1	$42K	Hold	115	–	–	0.02%	43
2020 Q4	$40K	Hold	115	–	–	0.02%	50
2020 Q3	$35K	Buy	+115	New	+$35K	0.02%	42

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PYA Waltman Capital's VOO Position: Q4 2022 in Review

PYA Waltman Capital sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 115 shares — an estimated $38K sold.

PYA Waltman Capital first reported a position in VOO in Q3 2020 and held it in 7 quarters. The position peaked at $50K in Q4 2021. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

PYA Waltman Capital reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 115 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $38K.
PYA Waltman Capital first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 7 quarters.
PYA Waltman Capital's Vanguard S&P 500 ETF position peaked at $50K in Q4 2021.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.