Resource Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Resource Management’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
2021 Q4	$1.03M	Buy	2,354 +65	+3%	+$27.4K	0.11%	65
2021 Q3	$903K	Buy	2,289 +16	+0.7%	+$6.49K	0.1%	69
2021 Q2	$894K	Buy	2,273 +272	+14%	+$104K	0.1%	73
2021 Q1	$729K	Buy	2,001 +154	+8%	+$54.6K	0.09%	80
2020 Q4	$635K	Buy	1,847 +70	+4%	+$22.8K	0.09%	85
2020 Q3	$547K	Buy	1,777 +8	+0.5%	+$2.44K	0.09%	81
2020 Q2	$501K	Hold	1,769	–	–	0.09%	73
2020 Q1	$419K	Buy	1,769 +499	+39%	+$140K	0.09%	81
2019 Q4	$376K	Buy	1,270 +10	+0.8%	+$2.83K	0.06%	104
2019 Q3	$343K	Buy	1,260 +4	+0.3%	+$1.09K	0.06%	105
2019 Q2	$338K	Hold	1,256	–	–	0.06%	106
2019 Q1	$326K	Buy	+1,256	New	+$314K	0.06%	105
2018 Q4	–	Sell	-799	Closed	-$214K	–	143
2018 Q3	$214K	Sell	799 -396	-33%	-$104K	0.04%	134
2018 Q2	$298K	Buy	1,195 +31	+3%	+$7.7K	0.06%	98
2018 Q1	$282K	Buy	1,164 +59	+5%	+$14.8K	0.06%	99
2017 Q4	$270K	Buy	+1,105	New	+$264K	0.06%	105

Other funds holding VOO

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

RJA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Resource Management's VOO Position: Q4 2021 in Review

Resource Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q4 2021, buying an estimated $27.4K and bringing the position to 2,354 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #65.

Resource Management first reported a position in VOO in Q4 2017 and has held it in 16 quarters since. 2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Resource Management held 2,354 shares of Vanguard S&P 500 ETF worth $1.03M as of Q4 2021.
Resource Management bought 65 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $27.4K.
Vanguard S&P 500 ETF made up 0.11% of Resource Management's portfolio in Q4 2021, its #65 holding.
Resource Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 16 quarters since.
2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.