Resolute Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Resolute Financial’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
2022 Q4	$648K	Buy	1,843 +210	+13%	+$74.2K	0.55%	44
2022 Q3	$536K	Buy	1,633 +6	+0.4%	+$2.19K	0.51%	46
2022 Q2	$564K	Hold	1,627	–	–	0.49%	49
2022 Q1	$676K	Sell	1,627 -24	-1%	-$9.82K	0.55%	45
2021 Q4	$721K	Buy	+1,651	New	+$697K	0.54%	45

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Resolute Financial's VOO Position: Q4 2022 in Review

Resolute Financial increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q4 2022, buying an estimated $74.2K and bringing the position to 1,843 shares worth $648K. The position accounts for 0.55% of the portfolio, ranked #44.

Resolute Financial first reported a position in VOO in Q4 2021 and has held it in 5 quarters since. The position peaked at $721K in Q4 2021. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Resolute Financial held 1,843 shares of Vanguard S&P 500 ETF worth $648K as of Q4 2022.
Resolute Financial bought 210 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $74.2K.
Vanguard S&P 500 ETF made up 0.55% of Resolute Financial's portfolio in Q4 2022, its #44 holding.
Resolute Financial first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's Vanguard S&P 500 ETF position peaked at $721K in Q4 2021.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.