RE Dickinson Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

RE Dickinson Investment 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
2024 Q4	$139K	Buy	257 +32	+14%	+$17.3K	0.08%	57
2024 Q3	$119K	Buy	225 +154	+217%	+$78.3K	0.07%	61
2024 Q2	$35.5K	Buy	71 +22	+45%	+$10.6K	0.02%	100
2024 Q1	$24K	Hold	49	–	–	0.02%	120
2023 Q4	$21K	Hold	49	–	–	0.01%	126
2023 Q3	$19K	Buy	+49	New	+$20K	0.01%	135
2023 Q1	–	Sell	-11	Closed	-$4K	–	421
2022 Q4	$4K	Hold	11	–	–	﹤0.01%	308
2022 Q3	$4K	Buy	+11	New	+$4.02K	﹤0.01%	194
2022 Q1	–	Sell	-32	Closed	-$14K	–	322
2021 Q4	$14K	Buy	+32	New	+$13.5K	0.01%	162

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

RE Dickinson Investment Advisors's VOO Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q4 2024, buying an estimated $17.3K and bringing the position to 257 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #57.

RE Dickinson Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 9 quarters since. 3,330 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

RE Dickinson Investment Advisors held 257 shares of Vanguard S&P 500 ETF worth $139K as of Q4 2024.
RE Dickinson Investment Advisors bought 32 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $17.3K.
Vanguard S&P 500 ETF made up 0.08% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #57 holding.
RE Dickinson Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
3,330 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.