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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 		$1.39M 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return