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Reitz Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Reitz Capital 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
Q3 		– Sell
-1,750
Closed -$713K – 71
2023
Q2 		$713K Buy
1,750
+25
+1% +$9.64K 0.65% 20
2023
Q1 		$649K Sell
1,725
-25
-1% -$9.17K 0.6% 22
2022
Q4 		$615K Buy
1,750
+25
+1% +$8.83K 0.59% 22
2022
Q3 		$566K Buy
1,725
+73
+4% +$26.7K 0.52% 23
2022
Q2 		$573K Sell
1,652
-138
-8% -$52K 0.51% 23
2022
Q1 		$743K Sell
1,790
-590
-25% -$242K 0.54% 21
2021
Q4 		$937K Buy
2,380
+655
+38% +$276K 0.66% 20
2021
Q3 		$680K Sell
1,725
-655
-28% -$266K 0.51% 22
2021
Q2 		$937K Sell
2,380
-542
-19% -$208K 0.66% 20
2021
Q1 		$1.06M Buy
2,922
+5
+0.2% +$1.77K 0.79% 19
2020
Q4 		$1M Buy
2,917
+350
+14% +$114K 0.81% 18
2020
Q3 		$790K Buy
2,567
+1,495
+139% +$455K 0.72% 20
2020
Q2 		$304K Sell
1,072
-835
-44% -$225K 0.39% 27
2020
Q1 		$452K Buy
1,907
+1,065
+126% +$298K 0.59% 20
2019
Q4 		$249K Hold
842
– – 0.27% 34
2019
Q3 		$230K Hold
842
– – 0.26% 32
2019
Q2 		$227K Hold
842
– – 0.26% 37
2019
Q1 		$219K Buy
+842
New +$210K 0.25% 36

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reitz Capital Advisors's VOO Position: Q3 2023 in Review

Reitz Capital Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 1,750 shares — an estimated $713K sold.

Reitz Capital Advisors first reported a position in VOO in Q1 2019 and held it in 18 quarters. The position peaked at $1.06M in Q1 2021. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Reitz Capital Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Reitz Capital Advisors sold 1,750 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $713K.
  • Reitz Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and held it in 18 quarters.
  • Reitz Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.06M in Q1 2021.
  • 2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.