Relaxing Retirement Coach’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Relaxing Retirement Coach’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$580K	Hold	3,724	–	–	0.17%	45
2023 Q1	$546K	Hold	3,724	–	–	0.18%	43
2022 Q4	$522K	Hold	3,724	–	–	0.19%	44
2022 Q3	$462K	Hold	3,724	–	–	0.22%	38
2022 Q2	$495K	Hold	3,724	–	–	0.25%	37
2022 Q1	$561K	Hold	3,724	–	–	0.29%	33
2021 Q4	$564K	Buy	3,724 +14	+0.4%	+$2.06K	0.32%	36
2021 Q3	$522K	Hold	3,710	–	–	0.43%	33
2021 Q2	$529K	Buy	3,710 +11	+0.3%	+$1.57K	0.45%	32
2021 Q1	$506K	Hold	3,699	–	–	0.58%	31
2020 Q4	$458K	Sell	3,699 -3,863	-51%	-$452K	0.5%	38
2020 Q3	$822K	Buy	7,562 +3,798	+101%	+$416K	0.36%	41
2020 Q2	$393K	Hold	3,764	–	–	0.28%	41
2020 Q1	$351K	Buy	3,764 +8	+0.2%	+$918	0.22%	43
2019 Q4	$472K	Buy	3,756 +14	+0.4%	+$1.68K	0.14%	43
2019 Q3	$430K	Buy	3,742 +7	+0.2%	+$792	0.13%	44
2019 Q2	$421K	Sell	3,735 -333	-8%	-$36.8K	0.13%	43
2019 Q1	$443K	Buy	4,068 +7	+0.2%	+$742	0.14%	43
2018 Q4	$396K	Sell	4,061 -1,018	-20%	-$107K	0.13%	43
2018 Q3	$567K	Buy	5,079 +7	+0.1%	+$775	0.17%	42
2018 Q2	$539K	Buy	5,072 +6	+0.1%	+$641	0.17%	41
2018 Q1	$535K	Hold	5,066	–	–	0.17%	40
2017 Q4	$558K	Buy	+5,066	New	+$541K	0.18%	42

Other funds holding VOOV

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Relaxing Retirement Coach's VOOV Position: Q2 2023 in Review

Relaxing Retirement Coach held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2023 at 3,724 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #45.

Relaxing Retirement Coach first reported a position in VOOV in Q4 2017 and has held it in 23 quarters since. The position peaked at $822K in Q3 2020. 287 funds tracked by Wall St. Rank hold VOOV as of Q2 2023.

Relaxing Retirement Coach held 3,724 shares of Vanguard S&P 500 Value ETF worth $580K as of Q2 2023.
Relaxing Retirement Coach left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2023.
Vanguard S&P 500 Value ETF made up 0.17% of Relaxing Retirement Coach's portfolio in Q2 2023, its #45 holding.
Relaxing Retirement Coach first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and has held it in 23 quarters since.
Relaxing Retirement Coach's Vanguard S&P 500 Value ETF position peaked at $822K in Q3 2020.
287 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.