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

Rainsberger Wealth 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
2023 Q4	$379K	Buy	868 +6	+0.7%	+$2.46K	0.21%	61
2023 Q3	$339K	Sell	862 -116	-12%	-$47.4K	0.21%	62
2023 Q2	$398K	Buy	978 +7	+0.7%	+$2.7K	0.24%	58
2023 Q1	$365K	Buy	971 +3	+0.3%	+$1.1K	0.22%	63
2022 Q4	$340K	Buy	+968	New	+$342K	0.22%	66
2022 Q2	–	Sell	-519	Closed	-$216K	–	62
2022 Q1	$216K	Buy	519 +1	+0.2%	+$409	0.14%	63
2021 Q4	$226K	Buy	+518	New	+$219K	0.13%	65

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rainsberger Wealth Advisors's VOO Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.7% in Q4 2023, buying an estimated $2.46K and bringing the position to 868 shares worth $379K. The position accounts for 0.21% of the portfolio, ranked #61.

Rainsberger Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 7 quarters since. The position peaked at $398K in Q2 2023. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

Rainsberger Wealth Advisors held 868 shares of Vanguard S&P 500 ETF worth $379K as of Q4 2023.
Rainsberger Wealth Advisors bought 6 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $2.46K.
Vanguard S&P 500 ETF made up 0.21% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #61 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
Rainsberger Wealth Advisors's Vanguard S&P 500 ETF position peaked at $398K in Q2 2023.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.